Seasonal Tax Associate: Client Focused Tax Prep

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

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to work in-person at a local tax office in Connecticut. You’ll gather information, prepare tax returns, explain tax implications, and identify savings opportunities while building strong client relationships.

Training is provided and performance can lead to higher earnings during peak periods. Must complete the H&R Block Income Tax Course or have related experience.

Qualifications

• High school diploma or GED or equivalent.
• 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.
• Bachelor’s degree in accounting, finance, or related field (preferred).

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 skills

Problem solving

Questioning to understand needs

Digital tools proficiency

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to work in-person at a local tax office in Connecticut. You’ll gather information, prepare tax returns, explain tax implications, and identify savings opportunities while building strong client relationships.

Training is provided and performance can lead to higher earnings during peak periods. Must complete the H&R Block Income Tax Course or have related experience.