H

H&R Block

Tax preparation and filing services

Tax Associate

Full-TimeDeadline 10/4/27
$16.65 - $20.55/hr
Entry
Bachelor's
Paramount, CA, USA
In Person
AccountingTax Accounting

About the job

Requirements
  • Successful completion of the H&R Block Income Tax Course.
  • Experience interacting with customers or clients in a service-oriented environment.
  • Strong communication skills, including explaining information clearly and asking questions to understand needs.
  • Problem-solving skills, including organizing information and identifying solutions.
  • Comfort using digital tools and systems, including artificial intelligence-based tools such as Copilot and ChatGPT.
  • High school diploma, GED, or equivalent.
Responsibilities
  • Meet with clients to gather information and understand their tax situation.
  • Prepare complete and accurate tax returns with training and support from experienced teammates.
  • Explain tax information clearly and provide recommendations in a way clients can easily understand.
  • Identify tax savings opportunities and recommend relevant products and services.
  • Apply problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources.
  • Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach.
Desired Qualifications
  • Bachelor’s degree in accounting, finance, or a related field.
  • Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services.
  • Experience asking questions and recommending solutions based on customer needs.
  • Ability to work 15–35 hours per week, with availability up to 40 hours during peak periods.
  • Availability to work evenings and weekends during tax season.

About the company

H

H&R Block

View
Website

H&R Block provides tax preparation services through a large network of offices and digital options. It helps individuals and small businesses file taxes via in-person consultations, online tax software, and guided support, using trained tax professionals to complete and file returns. The company differentiates itself through a people-first culture, a broad franchise and office footprint, and a commitment to accessible, personalized service rather than relying solely on technology. Its goal is to help clients feel confident about their taxes and connect with communities by offering dependable, affordable tax help and guidance.

Company Size

1-10

Company Stage

IPO

Headquarters

Kansas City, Missouri

Founded

1955

Get referred to H&R Block

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • Fiscal 2026 revenue rose 4.9% to $3.95 billion, with adjusted EPS up 13.9%.
  • August 2026 guidance targets $4.11-$4.16 billion revenue and $6.04-$6.24 EPS.
  • Management returned $714 million in fiscal 2026 and authorized another $100 million buyback.

What critics are saying

  • The July 2026 Meta-Google privacy appeal keeps H&R Block exposed to costly discovery.
  • FTC's 2025 order already proved regulators can force product and data-handling changes.
  • August 5, 2026 restructuring cuts 200 jobs, signaling margin pressure and operational simplification.

What makes H&R Block unique

  • H&R Block's Sidekick and AI Tax Assist launched in 2026, boosting advisor capacity.
  • It keeps assisted-channel market share in fiscal 2026 while shifting toward higher-value clients.
  • Its franchise-plus-company office network gives nationwide reach that DIY rivals cannot easily replicate.

Help us improve and share your feedback! Did you find this helpful?

Benefits

  • Health Insurance
  • 401(k) Retirement Plan
  • Gym Membership
  • Remote Work Options
  • Flexible Work Hours
  • Employee Discounts

Company News

MarketBeat
Oct 7th, 2026
H&R Block (NYSE:HRB) upgraded at Zacks Research.

H&R Block (NYSE:HRB) upgraded at Zacks Research. October 7, 2026 Key points. * Zacks Research upgraded H&R Block from "hold" to "strong buy," though the broader analyst consensus remains "hold" with an average price target of $46.67. * H&R Block reported quarterly EPS of $2.38, exceeding estimates by $0.17, while revenue rose 255.5% year over year to $1.14 billion. * The stock opened at $42.66, with a market capitalization of $5.23 billion; institutional investors own approximately 90.14% of outstanding shares. * Interested in H&R Block? Here are five stocks we like better. H&R Block (NYSE:HRB - Get Free Report) was upgraded by equities research analysts at Zacks Research from a "hold" rating to a "strong-buy" rating in a report released on Monday, Zacks reports. Other equities research analysts also recently issued research reports about the stock. The Goldman Sachs Group boosted their price objective on shares of H&R Block from $29.00 to $33.00 and gave the company a "sell" rating in a research report on Wednesday, August 12th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of H&R Block in a report on Tuesday, September 29th. Barrington Research lifted their target price on H&R Block from $50.00 to $60.00 and gave the company an "outperform" rating in a research report on Wednesday, August 12th. Finally, Stephens initiated coverage on H&R Block in a report on Tuesday, July 28th. They set an "equal weight" rating and a $47.00 price target for the company. One research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus target price of $46.67. H&R Block stock up 1.6%. Shares of NYSE:HRB opened at $42.66 on Monday. The company has a current ratio of 1.13, a quick ratio of 1.13 and a debt-to-equity ratio of 12.69. The stock has a fifty day simple moving average of $47.16 and a two-hundred day simple moving average of $39.83. H&R Block has a 12-month low of $28.16 and a 12-month high of $58.67. The stock has a market capitalization of $5.23 billion, a price-to-earnings ratio of 7.46, a PEG ratio of 0.55 and a beta of 0.38. Discover more Stock research tools H&R Block (NYSE:HRB - Get Free Report) last issued its earnings results on Tuesday, August 11th. The company reported $2.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.21 by $0.17. H&R Block had a net margin of 18.59% and a negative return on equity of 214.84%. The firm had revenue of $1.14 billion for the quarter, compared to the consensus estimate of $1.12 billion. During the same quarter in the prior year, the firm posted $2.27 earnings per share. The business's revenue was up 255.5% on a year-over-year basis. H&R Block has set its FY 2027 guidance at 6.040-6.240 EPS. On average, research analysts anticipate that H&R Block will post 6.11 earnings per share for the current fiscal year. Insider activity. In related news, insider Mark J. Darling sold 2,700 shares of the firm's stock in a transaction on Wednesday, September 30th. The stock was sold at an average price of $40.69, for a total value of $109,863.00. Following the completion of the sale, the insider directly owned 21,588 shares in the company, valued at $878,415.72. This trade represents a 11.12% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.67% of the stock is owned by insiders. Hedge funds weigh in on H&R Block. Several hedge funds have recently bought and sold shares of the business. MassMutual Private Wealth & Trust FSB raised its holdings in shares of H&R Block by 54.0% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 895 shares of the company's stock valued at $34,000 after acquiring an additional 314 shares in the last quarter. Elevation Wealth Partners LLC lifted its stake in H&R Block by 34.5% in the second quarter. Elevation Wealth Partners LLC now owns 1,040 shares of the company's stock worth $40,000 after acquiring an additional 267 shares during the period. Bogart Wealth LLC grew its holdings in H&R Block by 51.4% during the 1st quarter. Bogart Wealth LLC now owns 1,311 shares of the company's stock worth $42,000 after acquiring an additional 445 shares in the last quarter. Plato Investment Management Ltd bought a new position in H&R Block during the 2nd quarter worth about $61,000. Finally, Leonteq Securities AG bought a new position in H&R Block during the 1st quarter worth about $86,000. Institutional investors own 90.14% of the company's stock. H&R Block company profile. H&R Block, Inc is a tax preparation and financial services company that helps individuals and small businesses manage tax filing and related financial needs. Its services are delivered through company-owned and franchise offices, online platforms and tax-preparation software, providing both assisted and do-it-yourself filing options. The company offers federal, state and local tax preparation, tax planning and related support, along with products and services such as refund-related financial solutions, tax identity protection and small-business assistance. Further reading. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Before you consider H&R Block, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and H&R Block wasn't on the list. While H&R Block currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. With the proliferation of data centers and electric vehicles, the electric grid will only get more strained. Download this report to learn how energy stocks can play a role in your portfolio as the global demand for energy continues to grow. Continue following MarketBeat

Yahoo Finance
Aug 18th, 2026
H&R Block Q2 beats with $1.14B revenue, conversion up 200 basis points as AI drives retention gains

H&R Block reported second quarter earnings that beat market expectations, driven by improved client retention and conversion rates. Revenue reached $1.14 billion, beating analyst estimates of $1.12 billion, while adjusted earnings per share came in at $2.38 versus expectations of $2.21. CEO Curtis Campbell attributed the results to a focus on higher-value clients and technology-driven solutions. Conversion improved 200 basis points this season, which management believes is the largest single-year improvement in company history. The company issued guidance for financial year 2027, with adjusted EPS of $6.14 at the midpoint, beating analyst estimates by 4.8%. EBITDA guidance of $1.13 billion also exceeded analyst expectations of $1.07 billion. Management emphasised ongoing investments in automation, AI-powered enhancements, and consultative services to sustain growth momentum.

Yahoo Finance
Aug 14th, 2026
H&R Block raises full-year revenue guidance 2% to $4.14B after Q2 beat driven by client retention and AI automation

H&R Block reported second-quarter revenue of $1.14 billion, up 3% year-on-year and beating analyst estimates by 2.5%. The tax preparation company's adjusted earnings per share of $2.38 exceeded expectations by 7.7%. The results were driven by improved client retention and conversion rates, with management highlighting a shift towards higher-value clients and technology-driven solutions. CEO Curtis Campbell noted that conversion improved 200 basis points, "the largest single year improvement in our recorded history." The company raised its full-year revenue guidance to $4.14 billion at the midpoint, 2% above analyst estimates. H&R Block plans to scale pilot programmes combining expert advice with digital automation to deliver a more advisory client experience whilst sustaining margin expansion.

Yahoo Finance
Aug 12th, 2026
H&R Block raises dividend after $3.95B revenue and $714M shareholder returns in fiscal 2026

H&R Block reported fiscal 2026 results showing revenue and cash flow growth, with full-year revenue of $3.95 billion and net income of $733.6 million. The tax preparation services company returned $714 million to shareholders through dividends and share repurchases. The company announced a substantial dividend increase and significant buyback programme for fiscal 2026. Management also issued optimistic guidance for fiscal 2027. H&R Block operates in consumer services, providing assisted and DIY tax preparation across the US, Canada, and Australia. The company's dividend yield was previously assessed at 3.6%. Management's decision to raise the dividend and authorise large buybacks signals confidence in the company's cash generation capabilities. The sustainability of these shareholder returns will be tested over the coming tax seasons.

Yahoo Finance
Aug 12th, 2026
H&R Block posts strongest results in five years, conversion rates up 200 basis points

H&R Block reported its strongest financial performance in five years, driven by a strategic focus on higher-value clients with complex tax needs. The company achieved a record 200-basis point improvement in conversion rates through automation and maintained market share in the assisted tax category for 2026. Retention rates increased by 190 basis points, with clients using the "Second Look" service returning at a rate 600 basis points higher than non-users. The company successfully shifted its client mix, with the target $50,000 to $200,000 household income range now representing 50% of its base, up from 38%. For fiscal 2027, H&R Block anticipates industry growth below the historical 1% norm due to slowing job growth. The company is expanding its consultative client experience pilot and transitioning field leadership to year-round operations.