Seasonal Tax Associate: Client‑Focused, Training‑Backed

H&R Block; City of Peekskill (NY); On-site; USD 25,000 - 33,000; Part time

Benefits offered by this job

Medical coverage

401(k) plan

Employee Assistance Program

Fitness center programs

Associate discount program

Business Travel Accident Insurance

Associate Tax Prep benefit

Job summary

H&R Block is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from teammates. You will explain tax concepts clearly, identify savings opportunities, and address questions with available resources.

This in-person role offers a pathway to build tax knowledge and client relationships. You’ll earn a competitive hourly rate, with potential to increase earnings as you gain expertise during peak periods.

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

Communication

Problem solving

AI tools

Digital tools

Flexible hours

Evenings/weekends

Education

Income Tax Course

High school diploma

Bachelor's degree (accounting/finance)

Job description

H&R Block is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from teammates. You will explain tax concepts clearly, identify savings opportunities, and address questions with available resources.

This in-person role offers a pathway to build tax knowledge and client relationships. You’ll earn a competitive hourly rate, with potential to increase earnings as you gain expertise during peak periods.