Seasonal Tax Associate: Client-Focused Returns

H&R Block; Washington (NJ); On-site; USD 20,000 - 25,000; Part time

Benefits offered by this job

Competitive pay

Training provided

In-person work

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather tax information, and prepare returns with training and support from teammates. The role is in-person at a local H&R Block tax office and focuses on delivering clear explanations and identifying savings opportunities.

Ideal candidates have strong communication, customer service experience, and comfort using digital tools, with a high school diploma or equivalent. Availability up to 40 hours during peak periods is a plus.

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

Problem solving

Digital tools including AI like Coplot

Education

High school diploma / GED

Bachelor’s degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather tax information, and prepare returns with training and support from teammates. The role is in-person at a local H&R Block tax office and focuses on delivering clear explanations and identifying savings opportunities.

Ideal candidates have strong communication, customer service experience, and comfort using digital tools, with a high school diploma or equivalent. Availability up to 40 hours during peak periods is a plus.