In-Person Tax Associate: Training, Tech & Client Care

H&R Block, Inc.; Round Rock (TX); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Life-long learning support

Job summary

H&R Block is seeking a Tax Associate to begin a career in tax and client service through a hands-on, apprenticeship-style experience. You’ll build your skills 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, offering clear advice, and building trust.

This role is in-person and not remote. Availability for evenings and weekends during tax season is required at times.

Qualifications

• Strong communication skills; ability to explain information clearly and ask questions to understand needs.
• Problem-solving skills; organizing information and identifying solutions.
• Familiarity with AI-based tools such as Copilot and ChatGPT.

Responsibilities

• Partner with a Client Care Specialist to gather client information while you review each client's tax situation and deliver a great experience.
• Use advanced technology to prepare returns, focus on reviewing results, ensuring accuracy and providing personalized advice.
• Ask open-ended questions and listen actively to identify client needs and potential tax savings opportunities.
• Explain recommended products and services based on client needs and situations.
• Participate in ongoing training to grow tax knowledge and confidence in serving clients.

Skills

Communication

Problem-solving

Active listening

AI tools familiarity

Education

High school diploma

H&R Block Income Tax Course

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Tax Associate to begin a career in tax and client service through a hands-on, apprenticeship-style experience. You’ll build your skills 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, offering clear advice, and building trust.

This role is in-person and not remote. Availability for evenings and weekends during tax season is required at times.