Seasonal Tax Associate: Client-Focused Returns Prep

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

Job summary

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll gather information from clients, prepare tax returns with training, and answer questions while building valuable client relationships. No prior tax experience required; training and support provided from day one.

Earn hourly pay with potential increases as tax knowledge grows. This role offers in-person work at a local H&R Block office with opportunities to learn, develop client-service skills, and

Qualifications

• Successful completion of the H&R Block Income Tax Course1.
• 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

Strong communication skills

Problem-solving

Explain information clearly

AI tools familiarity (Copilot/ChatGPT)

Education

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

High school diploma or GED

Tools

Copilot/ChatGPT AI tools

Job description

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll gather information from clients, prepare tax returns with training, and answer questions while building valuable client relationships. No prior tax experience required; training and support provided from day one.

Earn hourly pay with potential increases as tax knowledge grows. This role offers in-person work at a local H&R Block office with opportunities to learn, develop client-service skills, and