Seasonal Tax Associate: Client-Focused Tax Prep

H&R Block, Inc.; Cheshire (CT); On-site; USD 21,000 - 36,000; Part time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to work in-person at a local tax office. You’ll gather client information, prepare tax returns, and answer questions while building client relationships.

No prior tax experience is required; you’ll receive training and support from day one and earn a competitive hourly rate with opportunities to grow as your tax knowledge increases. Peak periods may require more hours.

Qualifications

• Successful completion of the HR 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

Clear communication

Problem solving

Digital tools aptitude

Attention to detail

Education

High school diploma / GED

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

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to work in-person at a local tax office. You’ll gather client information, prepare tax returns, and answer questions while building client relationships.

No prior tax experience is required; you’ll receive training and support from day one and earn a competitive hourly rate with opportunities to grow as your tax knowledge increases. Peak periods may require more hours.