Seasonal Tax Associate: Client-Facing Returns & Savings

H&R Block, Inc.; Middle Village (NY); On-site; USD 24,000 - 32,000; Part time

Benefits offered by this job

Competitive pay

Benefits during tax season

In-office training

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate in the New York area to gather client information, prepare returns, and answer questions under guidance from experienced teammates.

You will meet with clients, learn to identify tax savings opportunities, and build strong relationships while delivering excellent service. This in-office role offers flexible peak-season hours and opportunities for growth.

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent training.
• Experience interacting with customers or clients in a service-oriented environment.
• Strong communication skills and ability to explain information clearly.

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 an understandable way.
• Identify tax savings opportunities and recommend relevant products and services.
• Address questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Problem solving

AI tools familiarity

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate in the New York area to gather client information, prepare returns, and answer questions under guidance from experienced teammates.

You will meet with clients, learn to identify tax savings opportunities, and build strong relationships while delivering excellent service. This in-office role offers flexible peak-season hours and opportunities for growth.