Senior Tax Associate

Prepare and review individual tax returns, advise clients on tax situations and potential savings, and explain recommendations clearly. Ensure returns comply with IRS and company standards, use digital tax tools, and support clients and office teams. In-person role requiring prior H&R Block tax preparation experience and completion of the Income Tax Course or Tax Knowledge Assessment. Prepare and review individual tax returns using tax preparation technology. Assess client tax situations and provide personalized tax guidance. Identify tax savings opportunities and recommend relevant products and services. Explain tax information and recommendations in clear, understandable terms. Ensure returns are accurate and comply with IRS regulations and company standards. Build client relationships and collaborate with office teams; escalate complex notices or audit inquiries as needed. Individual tax return preparation Tax return review Tax law and IRS regulation application Tax savings identification Client tax situation assessment Tax preparation software Digital tools and systems Tax information communication Client needs assessment Tax compliance Successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment Must complete continuing education and meet IRS and applicable state requirements