In-Person Tax Associate - Client-Focused Apprentice

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

Job summary

H&R Block is hiring a Tax Associate for an in-person, apprenticeship-style program. You'll build your tax and client-service skills with training, guidance, and coaching as you grow, with support from advanced technology and a Client Care Specialist to review each client's tax situation and provide clear advice.

This entry-level role emphasizes asking open questions, listening to client needs, identifying tax savings opportunities, and building trusted relationships while contributing to office

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service environment.
• Strong communication and problem-solving skills; able to explain information clearly.
• Comfort with digital tools and AI-based tools.

Responsibilities

• Partner with a Client Care Specialist to review each client's tax situation.
• Use advanced technology to prepare returns while reviewing results and providing advice.
• Ask open-ended questions and listen to identify tax savings opportunities.
• Recommend products and services based on client needs.
• Apply problem-solving skills to analyze client information with guidance and resources.
• Continue building tax knowledge through ongoing training.
• Build client relationships and support office goals through teamwork.

Skills

Customer service experience

Strong communication skills

Problem solving

Comfort with AI tools

Education

High school diploma / GED / equivalent

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

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a Tax Associate for an in-person, apprenticeship-style program. You'll build your tax and client-service skills with training, guidance, and coaching as you grow, with support from advanced technology and a Client Care Specialist to review each client's tax situation and provide clear advice.

This entry-level role emphasizes asking open questions, listening to client needs, identifying tax savings opportunities, and building trusted relationships while contributing to office