Seasonal Tax Associate — Client-Focused Returns

H&R Block, Inc.; Wareham (MA); On-site; USD 19,000 - 25,000; Full time

Job summary

H&R Block in Wareham, MA is seeking a seasonal Tax Associate to start a career in tax and client services with no prior tax experience required. You will work with clients to gather information, prepare returns, and explain tax concepts during training and support from day one.

This in-person role emphasizes building strong client relationships, meeting with clients, identifying tax savings opportunities, and using digital tools under guidance.

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 with guidance.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Communication

Customer service

Problem-solving

Digital tools familiarity

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or finance (preferred)

Tools

H&R Block tax software

Copilot / ChatGPT familiarity

Job description

H&R Block in Wareham, MA is seeking a seasonal Tax Associate to start a career in tax and client services with no prior tax experience required. You will work with clients to gather information, prepare returns, and explain tax concepts during training and support from day one.

This in-person role emphasizes building strong client relationships, meeting with clients, identifying tax savings opportunities, and using digital tools under guidance.