Seasonal Tax Associate — Client-Facing & Flexible Hours

H&R Block; Center Moriches (NY); On-site; USD 25,000 - 33,000; Part time

Job summary

H&R Block in New York is seeking a seasonal Tax Associate to join a local tax office. You will meet with clients, gather information, prepare tax returns, and explain tax concepts clearly with training and support from experienced teammates.

No prior tax experience is required, as training begins on day one. The role is in-person, with opportunities to learn and grow while helping clients maximize refunds and minimize liabilities through client-first service.

Qualifications

• 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 and ability to organize information.
• Comfort using digital tools and AI-based tools like Copilot and ChatGPT.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support from experienced teammates.
• Explain tax information clearly and provide recommendations in a way clients can easily understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach.

Skills

Customer service

Communication

Problem solving

Digital tools (AI)

Education

High school diploma / GED

Tax knowledge (courses)

Tools

Tax software

Job description

H&R Block in New York is seeking a seasonal Tax Associate to join a local tax office. You will meet with clients, gather information, prepare tax returns, and explain tax concepts clearly with training and support from experienced teammates.

No prior tax experience is required, as training begins on day one. The role is in-person, with opportunities to learn and grow while helping clients maximize refunds and minimize liabilities through client-first service.