Seasonal Tax Associate: Client-Focused Tax Prep & Training

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

Benefits offered by this job

Medical coverage

401(k) Plan

Employee assistance program

Virtual fitness center programs

Associate discount program

Business Travel Accident Insurance

Tax Prep benefit

Job summary

H&R Block is seeking a Seasonal Tax Associate for in-person work at a local tax office. You will meet with clients, gather information, and prepare tax returns with training and support from teammates.

No prior tax experience is required, and you can earn an hourly wage with opportunities to increase earnings as you gain tax knowledge. Availability includes evenings/weekends during peak periods and a 15–40 hour per week schedule.

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

Communication skills

Problem-solving

Customer service experience

Digital literacy

Education

High school diploma / GED/ equivalent

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate for in-person work at a local tax office. You will meet with clients, gather information, and prepare tax returns with training and support from teammates.

No prior tax experience is required, and you can earn an hourly wage with opportunities to increase earnings as you gain tax knowledge. Availability includes evenings/weekends during peak periods and a 15–40 hour per week schedule.