Seasonal Tax Associate: Client‑Focused Tax Prep

H&R Block, Inc.; Franklin (MA); On-site; USD 22,000 - 27,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will gather client information, prepare tax returns, and answer questions with training and support. No prior tax experience is required, and compensation is hourly.

Role emphasizes building client relationships, explaining tax details clearly, and identifying potential savings opportunities while working with a supportive team.

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent
• Experience interacting with customers in a service-oriented environment
• Strong communication skills and ability to explain information clearly
• Problem-solving with the ability to organize information and identify solutions
• Comfort using digital tools and 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
• Explain tax information clearly and provide recommendations
• Identify tax savings opportunities and suggest relevant products/services
• Address questions or unique situations with guidance from resources
• Build strong client relationships and support office priorities through teamwork

Skills

Customer service

Communication

Problem solving

AI tools

Education

H&R Block Income Tax Course

High school diploma / GED

Bachelor’s degree (preferred) in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will gather client information, prepare tax returns, and answer questions with training and support. No prior tax experience is required, and compensation is hourly.

Role emphasizes building client relationships, explaining tax details clearly, and identifying potential savings opportunities while working with a supportive team.