Seasonal Tax Associate - Client-Facing, Training Provided

H&R Block; Latham (NY); On-site; USD 19,000 - 25,000; Full time

Job summary

H&R Block in New York is seeking a seasonal Tax Associate to meet with clients, gather tax information, and prepare returns with guidance from experienced teammates. This in-person role offers training and a competitive hourly rate as you learn tax basics and build client relationships.

No prior tax experience is required; you will learn on the job, support clients through a client-first approach, and have opportunities to increase earnings as knowledge grows and seasonal demand rises.

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent.
• 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 experience

Clear communication

Problem solving

AI tools familiarity

Education

High school diploma / GED/ equivalent

Bachelor’s degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block in New York is seeking a seasonal Tax Associate to meet with clients, gather tax information, and prepare returns with guidance from experienced teammates. This in-person role offers training and a competitive hourly rate as you learn tax basics and build client relationships.

No prior tax experience is required; you will learn on the job, support clients through a client-first approach, and have opportunities to increase earnings as knowledge grows and seasonal demand rises.