Seasonal Tax Associate: Client-Focused Tax Prep & Training

H&R Block; Commack (NY); On-site; USD 37,000 - 49,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll gather client information, prepare tax returns with guidance from experienced teammates, and explain tax concepts clearly while building strong client relationships.

No prior tax experience is required; you’ll receive training from day one and earn a competitive hourly rate with opportunities to grow as you learn more about tax knowledge and products.

Qualifications

• Successful completion of the H&R 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

Communication skills

Problem-solving

Digital tools literacy

Education

High school diploma / GED/ equivalent

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

Tools

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll gather client information, prepare tax returns with guidance from experienced teammates, and explain tax concepts clearly while building strong client relationships.

No prior tax experience is required; you’ll receive training from day one and earn a competitive hourly rate with opportunities to grow as you learn more about tax knowledge and products.