Seasonal Tax Associate - Client-Focused Training

H&R Block, Inc.; Town of Newfane (NY); On-site; USD 30,000 - 37,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate for an in-person position at a local tax office in New York. You’ll meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

No prior tax experience is required; you’ll learn on the job and can increase earnings as you build tax knowledge. Availability includes evenings and weekends during tax season.

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

Communication

Problem solving

AI tools

Education

High School Diploma or GED

Bachelor’s degree in accounting/finance

Job description

H&R Block is seeking a Seasonal Tax Associate for an in-person position at a local tax office in New York. You’ll meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

No prior tax experience is required; you’ll learn on the job and can increase earnings as you build tax knowledge. Availability includes evenings and weekends during tax season.