Seasonal Tax Associate: Client-Focused Tax Prep & Training

H&R Block; Middle Village (NY); On-site; USD 24,000 - 32,000; Full time

Job summary

H&R Block is hiring a seasonal Tax Associate for in-person work at a local tax office. The role includes meeting clients, gathering information, and preparing tax returns with training and support from experienced teammates.

You will explain tax concepts clearly, identify savings opportunities, and provide recommendations while building strong client relationships and contributing to office priorities. Prior tax experience is not required.

Qualifications

• Experience in customer-facing or service-oriented roles.
• Strong communication skills and ability to explain information clearly.
• Problem-solving abilities including organizing information and identifying solutions.
• Comfort using digital tools and systems, including AI-based tools like Copilot and ChatGPT.
• High school diploma or 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 relevant products/services.
• Apply problem-solving skills to analyze client information and address questions.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service experience

Communication skills

Problem solving

Digital literacy

Education

High school diploma / GED/ equivalent

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

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate for in-person work at a local tax office. The role includes meeting clients, gathering information, and preparing tax returns with training and support from experienced teammates.

You will explain tax concepts clearly, identify savings opportunities, and provide recommendations while building strong client relationships and contributing to office priorities. Prior tax experience is not required.