Seasonal Tax Associate: Client-Focused, In-Person

H&R Block, Inc.; Waterford (CT); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. Strong communication and problem-solving skills help you identify savings opportunities and explain tax concepts clearly.

No prior tax experience required; training provided and potential to grow earnings with tax knowledge. Evening/weekend availability during peak periods is helpful.

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

Customer service

Communication skills

Problem solving

Digital tools

AI tools

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. Strong communication and problem-solving skills help you identify savings opportunities and explain tax concepts clearly.

No prior tax experience required; training provided and potential to grow earnings with tax knowledge. Evening/weekend availability during peak periods is helpful.