Seasonal Tax Associate: Client-Focused Returns & Savings

H&R Block; Newport (VT); On-site; USD 19,000 - 25,000; Part time

Job summary

H&R Block in the United States is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from teammates. You will explain tax information clearly, identify savings opportunities, and address questions while building client relationships. This role is in-person at a local H&R Block tax office.

You’ll earn a competitive hourly rate with opportunities to increase earnings as you build tax knowledge and grow in the role.

Qualifications

• Successful completion of the H&R Block Income Tax Course
• Experience interacting with customers 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

AI tools

Education

High school diploma / GED/ equivalent

Job description

H&R Block in the United States is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from teammates. You will explain tax information clearly, identify savings opportunities, and address questions while building client relationships. This role is in-person at a local H&R Block tax office.

You’ll earn a competitive hourly rate with opportunities to increase earnings as you build tax knowledge and grow in the role.