Seasonal Tax Associate: Client-Focused Tax Prep & Training

H&R Block, Inc.; Deer Park (NY); On-site; USD 24,000 - 32,000; Part time

Job summary

H&R Block is hiring a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. The role emphasizes clear communication, problem-solving, and building strong client relationships throughout the tax season.

No prior tax experience is required; you will receive training and support from day one to help you grow in the role and increase earnings with knowledge gains.

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 experience

Strong communication

Problem-solving

AI tools familiarity

Education

High school diploma / GED

Bachelor's degree in accounting/finance (preferred)

Job description

H&R Block is hiring a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. The role emphasizes clear communication, problem-solving, and building strong client relationships throughout the tax season.

No prior tax experience is required; you will receive training and support from day one to help you grow in the role and increase earnings with knowledge gains.