In-Person Tax Associate — Apprentice with Client Focus

H&R Block; Austin (TX); On-site; USD 38,000 - 56,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Job summary

H&R Block in Austin, TX is hiring a Tax Associate for an apprenticeship-style start in tax and client service. You’ll work with a Client Care Specialist to gather client information, review each client’s tax situation, and deliver clear advice while building trust.

In-person training and guidance will help you grow confidence using advanced technology to prepare returns. The role emphasizes asking open-ended questions, active listening, and identifying tax savings opportunities.

Qualifications

• Must have completed 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

Communication

Problem solving

AI tools familiarity

Tax knowledge basics

Education

High school diploma / GED / equivalent

Bachelor's degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block in Austin, TX is hiring a Tax Associate for an apprenticeship-style start in tax and client service. You’ll work with a Client Care Specialist to gather client information, review each client’s tax situation, and deliver clear advice while building trust.

In-person training and guidance will help you grow confidence using advanced technology to prepare returns. The role emphasizes asking open-ended questions, active listening, and identifying tax savings opportunities.