Seasonal Tax Associate: Client‑First Tax Prep

Maine Tech Hub; Windham (ME); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block is hiring a seasonal Tax Associate to work in a local tax office. You will meet with clients, gather information, and prepare tax returns with training support. You’ll explain complex tax details clearly and suggest appropriate products and services to maximize savings.

You’ll apply problem-solving skills to handle client questions and unique situations, building strong relationships within a collaborative office team that prioritizes client service.

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 or 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 and client-first approach

Skills

Customer service experience

Communication skills

Problem-solving skills

Digital tool usage (AI aids)

Education

H&R Block Income Tax Course

High school diploma / GED or equivalent

Tools

Copilot/ChatGPT AI tools

Job description

H&R Block is hiring a seasonal Tax Associate to work in a local tax office. You will meet with clients, gather information, and prepare tax returns with training support. You’ll explain complex tax details clearly and suggest appropriate products and services to maximize savings.

You’ll apply problem-solving skills to handle client questions and unique situations, building strong relationships within a collaborative office team that prioritizes client service.