In-Office Tax Associate — Training‑Powered, Client‑Focused

H&R Block, Inc.; Bastrop (TX); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block, Inc. is hiring a Tax Associate in Austin, Texas to participate in hands-on training and client-focused tax reviews. You’ll work with a Client Care Specialist to gather information and apply guidance while leveraging advanced technology to prepare returns with accuracy.

The role emphasizes open-ended questions, personalized advice, and building trusted client relationships. Ideal candidates will have completed the H&R Block Income Tax Course, strong communication, and problem-solving

Qualifications

• 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 as well as AI-based tools such as Copilot and ChatGPT
• High school diploma / GED / equivalent

Responsibilities

• Partner with a dedicated Client Care Specialist who gathers client information, allowing you to focus on reviewing each client's tax situation and delivering a great experience
• Leverage H&R Block's advanced technology to prepare returns while you focus on reviewing results, ensuring accuracy, and providing personalized advice
• Use open-ended questions and active listening to understand client needs and identify tax savings opportunities
• Recommend relevant products and services based on client needs, questions, and unique situations
• Apply problem-solving skills to analyze client information and address questions with guidance and resources
• Continue building tax knowledge through ongoing training to grow your confidence and ability to serve clients effectively
• Build strong client relationships and support office goals through teamwork, collaboration, and a client-first approach

Skills

Customer service experience

Communication skills

Problem solving

Digital tools familiarity

AI tools (Copilot/ChatGPT)

High school diploma/GED

Education

Bachelor's degree in accounting/finance

High school diploma or GED

Job description

H&R Block, Inc. is hiring a Tax Associate in Austin, Texas to participate in hands-on training and client-focused tax reviews. You’ll work with a Client Care Specialist to gather information and apply guidance while leveraging advanced technology to prepare returns with accuracy.

The role emphasizes open-ended questions, personalized advice, and building trusted client relationships. Ideal candidates will have completed the H&R Block Income Tax Course, strong communication, and problem-solving