Seasonal Tax Associate - Client-Facing Tax Prep & Training

H&R Block; North Smithfield (RI); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. This in-person role takes place at a local tax office.

You will explain tax information clearly, identify savings opportunities, and build strong client relationships through teamwork and a client-first approach. Hours range from 15 to 40 per week, with higher hours during peak tax season.

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 including AI-based tools like Copilot and ChatGPT.
• High school diploma / GED / equivalent.

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

AI tools Copilot

ChatGPT

Education

High school diploma

Income Tax Course

Bachelor’s degree

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. This in-person role takes place at a local tax office.

You will explain tax information clearly, identify savings opportunities, and build strong client relationships through teamwork and a client-first approach. Hours range from 15 to 40 per week, with higher hours during peak tax season.