Seasonal Tax Associate: Client-First Tax Prep

H&R Block; Southbridge (MA); On-site; USD 19,000 - 25,000; Part time

Job summary

H&R Block is hiring a seasonal Tax Associate for an in-person role at a local tax office. You will gather client information, prepare returns with guidance, and explain tax details clearly to customers. Training is provided and performance-based learning supports growth in the role.

The position emphasizes building client relationships and teamwork, with flexible hours during peak periods. Evening and weekend availability is preferred during tax season.

Qualifications

• Successful completion of the HR Block Income Tax Course or enrollment in it.
• 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

Communication skills

Problem solving

Teamwork

Attention to detail

Education

High school diploma or GED

HR Block Income Tax Course completed/enrolled

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate for an in-person role at a local tax office. You will gather client information, prepare returns with guidance, and explain tax details clearly to customers. Training is provided and performance-based learning supports growth in the role.

The position emphasizes building client relationships and teamwork, with flexible hours during peak periods. Evening and weekend availability is preferred during tax season.