In-Person Tax Associate: Training & Client Focus

H&R Block, Inc.; Robbinsville Township (NJ); Sur place; USD 22 000 - 35 000; Temps partiel

Résumé du poste

As a Tax Associate at H&R Block, you'll begin a hands-on apprenticeship in tax and client service, with training, guidance, and coaching as you grow. With support from advanced technology and a Client Care Specialist, you’ll focus on reviewing each client’s tax situation and providing clear advice, building trust.

This role is in-person and not remote. Work with a dedicated team to review returns, identify savings opportunities, and deliver a great client experience through active listening and

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

Responsabilités

• 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

Connaissances

Customer service experience

Strong communication skills

Problem-solving

AI tools familiarity

Open-ended questioning

Formation

High school diploma / GED / equivalent

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

Outils

Copilot

ChatGPT

Description du poste

As a Tax Associate at H&R Block, you'll begin a hands-on apprenticeship in tax and client service, with training, guidance, and coaching as you grow. With support from advanced technology and a Client Care Specialist, you’ll focus on reviewing each client’s tax situation and providing clear advice, building trust.

This role is in-person and not remote. Work with a dedicated team to review returns, identify savings opportunities, and deliver a great client experience through active listening and