Seasonal Tax Associate - Client-Focused & Trained

H&R Block, Inc.; Mansfield (Tioga County); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to join our local tax office. You will work with clients to gather information, prepare tax returns, and answer questions, with training and support from day one.

This in-person position offers opportunities to increase earnings as tax knowledge grows and to develop client relationships. The role requires prior customer service experience, clear communication, problem-solving, and comfort with AI-based tools; high school diploma or equivalent

Qualifications

• Experience in a service-oriented environment
• Strong communication; explain information clearly
• Problem-solving with organizing information
• Familiar with digital tools and AI-based tools

Responsibilities

• Meet with clients to gather information and understand tax situations
• Prepare complete and accurate tax returns with training
• Explain tax information clearly and provide recommendations
• Identify tax savings opportunities and suggest products/services
• Build client relationships and support office priorities

Skills

Communication skills

Customer service

Problem solving

Digital tools

Education

HS diploma / GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to join our local tax office. You will work with clients to gather information, prepare tax returns, and answer questions, with training and support from day one.

This in-person position offers opportunities to increase earnings as tax knowledge grows and to develop client relationships. The role requires prior customer service experience, clear communication, problem-solving, and comfort with AI-based tools; high school diploma or equivalent