Seasonal Tax Associate: Client-Focused Returns & Savings

H&R Block; Village of Patchogue (NY); On-site; USD 25,000 - 33,000; Part time

Job summary

H&R Block in New York is seeking a seasonal Tax Associate to assist clients by gathering information, preparing tax returns, and answering questions with guidance from experienced teammates. No prior tax experience is required, as training is provided and the role offers an hourly wage with opportunities to grow as knowledge increases.

The position is in-person at a local H&R Block tax office. Applicants should have strong communication and problem-solving skills, be comfortable with digital

Qualifications

• 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 or 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 and a client-first approach.

Skills

Customer service experience

Communication skills

Problem solving

Digital tools (AI Copilot/ChatGPT)

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

AI tools Copilot/ChatGPT

Job description

H&R Block in New York is seeking a seasonal Tax Associate to assist clients by gathering information, preparing tax returns, and answering questions with guidance from experienced teammates. No prior tax experience is required, as training is provided and the role offers an hourly wage with opportunities to grow as knowledge increases.

The position is in-person at a local H&R Block tax office. Applicants should have strong communication and problem-solving skills, be comfortable with digital