Seasonal Tax Associate - Client-Facing & Training

H&R Block, Inc.; Town of Persia (NY); On-site; USD 19,000 - 25,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in a local office. You will meet clients, gather information, and prepare tax returns with training from experienced teammates. The role emphasizes clear explanations, identifying savings, and delivering client-focused service.

You’ll gain tax knowledge while building relationships, with earnings tied to an hourly rate and potential increases during peak periods. In-person position in New York area.

Qualifications

• Successful completion of the H&R Block Income Tax Course
• Experience interacting with customers in a service setting
• Strong communication and ability to explain information clearly
• Problem solving and organizing information to find solutions
• Comfort using digital tools including AI-based assistants
• High school diploma or equivalent

Responsibilities

• Meet with clients to gather information and understand their tax situation
• Prepare complete and accurate tax returns with training and support
• Explain tax information clearly and provide recommendations
• Identify tax savings opportunities and relevant products
• Address questions with guidance and available resources
• Build strong client relationships and support office priorities

Skills

Customer service experience

Communication skills

Problem solving

Comfort with digital tools

Education

High school diploma / GED

Bachelor’s degree in accounting or related field

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to work in a local office. You will meet clients, gather information, and prepare tax returns with training from experienced teammates. The role emphasizes clear explanations, identifying savings, and delivering client-focused service.

You’ll gain tax knowledge while building relationships, with earnings tied to an hourly rate and potential increases during peak periods. In-person position in New York area.