In-Office Tax Associate: Client-Focused & Tech-Savvy

H&R Block, Inc.; Hamilton Township (NJ); On-site; USD 22,000 - 36,000; Full time

Job summary

H&R Block is seeking a Tax Associate for an in-person apprenticeship-style role. You’ll review each client’s tax situation with training, guidance, and coaching, leveraging advanced technology and a Client Care Specialist to deliver accurate advice and build trust.

Join a team focused on client service, ongoing training, and growth, with opportunities to develop tax knowledge, strengthen client relationships, and contribute to office goals through collaboration and a client-first approach.

Qualifications

• Successful completion of the H&R Block Income Tax Course (or enrollment)
• Experience interacting with customers in a service-oriented environment
• Strong communication skills; ability to explain information clearly and ask questions to understand needs
• Problem-solving skills; ability to organize information and identify solutions
• Comfort using digital tools and systems, including AI-based tools such as Copilot and ChatGPT
• High school diploma / GED / equivalent

Responsibilities

• Partner with a Client Care Specialist to gather client information and focus on reviewing each client's tax situation
• Use advanced technology to prepare returns while reviewing results for accuracy and providing personalized advice
• Ask open-ended questions and listen actively to understand client needs and identify tax savings opportunities
• Recommend relevant products and services based on client needs and situations
• Apply problem-solving to analyze client information and address questions with guidance
• Continue tax knowledge through ongoing training to grow confidence and client service ability
• Build strong client relationships and support office goals through teamwork and a client-first approach

Skills

Customer service experience

Communication skills

Problem-solving

Digital tools proficiency

Ability to learn AI tools

Client listening

Education

High School Diploma or GED

H&R Block Income Tax Course

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Tax Associate for an in-person apprenticeship-style role. You’ll review each client’s tax situation with training, guidance, and coaching, leveraging advanced technology and a Client Care Specialist to deliver accurate advice and build trust.

Join a team focused on client service, ongoing training, and growth, with opportunities to develop tax knowledge, strengthen client relationships, and contribute to office goals through collaboration and a client-first approach.