Seasonal Tax Associate: Client-Facing & Training

H&R Block; Town of Ulysses (NY); On-site; USD 19,000 - 25,000; Part time

Benefits offered by this job

401(k) Plan

Employee Assistance Program

Virtual fitness center programs

Associate Tax Prep benefit

Job summary

H&R Block is seeking a Seasonal Tax Associate in New York to meet with clients, gather tax information, and prepare returns with day-one support. You’ll explain tax topics clearly, identify savings opportunities, and provide guidance on products and services in a friendly, client-first environment.

You’ll work in-person at a local H&R Block tax office, earn a competitive hourly rate, and have opportunities to grow tax knowledge and earnings as you gain experience during peak tax season.

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, including organizing information and identifying solutions.
• Comfort using digital tools and systems including AI-based tools like Copilot and ChatGPT.
• High school diploma / GED or equivalent.
• Bachelor’s degree in accounting, finance, or related field (preferred).

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 and a client-first approach.

Skills

Customer interaction

Clear communication

Problem solving

AI tools familiarity

Education

High school diploma / GED

Bachelor’s degree in accounting or related field

Job description

H&R Block is seeking a Seasonal Tax Associate in New York to meet with clients, gather tax information, and prepare returns with day-one support. You’ll explain tax topics clearly, identify savings opportunities, and provide guidance on products and services in a friendly, client-first environment.

You’ll work in-person at a local H&R Block tax office, earn a competitive hourly rate, and have opportunities to grow tax knowledge and earnings as you gain experience during peak tax season.