Seasonal Tax Associate: Client-Focused & Training-Driven

H&R Block, Inc.; Jefferson Valley (NY); On-site; USD 19,000 - 33,000; Part time

Job summary

H&R Block in the United States is seeking a seasonal Tax Associate to help clients with information gathering, tax return preparation, and answering questions. The role requires no prior tax experience and offers on-the-job training with supportive teammates.

You will meet with clients, explain tax information clearly, identify savings opportunities, and build strong client relationships. The position is in-person at a local tax office, with competitive hourly pay and potential earnings growth

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

Digital literacy

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block in the United States is seeking a seasonal Tax Associate to help clients with information gathering, tax return preparation, and answering questions. The role requires no prior tax experience and offers on-the-job training with supportive teammates.

You will meet with clients, explain tax information clearly, identify savings opportunities, and build strong client relationships. The position is in-person at a local tax office, with competitive hourly pay and potential earnings growth