Seasonal Tax Associate: Client-Facing with Training

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

Benefits offered by this job

In-person role

Training provided

Career growth opportunities

Job summary

H&R Block in New York is seeking a seasonal Tax Associate to help clients prepare returns and understand their tax situation. No prior tax experience required; you will receive training and support from day one and work directly with clients to gather information and file returns.

You’ll earn a competitive hourly rate and have opportunities to grow as you learn. This in-person role requires evening and weekend availability during peak tax season and a strong client‑first approach.

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

Communication

Customer service

Problem solving

Tech-savviness (AI tools)

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 help clients prepare returns and understand their tax situation. No prior tax experience required; you will receive training and support from day one and work directly with clients to gather information and file returns.

You’ll earn a competitive hourly rate and have opportunities to grow as you learn. This in-person role requires evening and weekend availability during peak tax season and a strong client‑first approach.