Seasonal Tax Associate — Client-Focused & Training-Driven

H&R Block, Inc.; Stoodley Corners (NY); On-site; USD 19,000 - 25,000; Full time

Job summary

H&R Block in the United States is seeking a seasonal Tax Associate to help clients gather information and prepare tax returns with training and support from day one. This in-person role offers a competitive hourly rate and opportunities to increase earnings as tax knowledge grows.

You'll meet with clients, explain tax information clearly, identify savings opportunities, and collaborate with teammates to deliver accurate results during peak season.

Qualifications

• Completed H&R Block Income Tax Course or Enrollment/Completion
• Experience interacting with customers in a service environment
• Strong communication and ability to ask questions to understand needs
• Comfort using digital tools and systems including AI-based tools

Responsibilities

• Meet with clients to gather information and understand their tax situation
• Prepare complete and accurate tax returns with training and support from teammates
• Explain tax information clearly and provide recommendations
• Identify tax savings opportunities and recommend products and services
• Collaborate with team to support office priorities and client-first service

Skills

Customer service

Communication

Problem solving

AI tools

Education

High school diploma / GED

Bachelor's degree in accounting/finance/related field

Tools

Copilot

ChatGPT

Job description

H&R Block in the United States is seeking a seasonal Tax Associate to help clients gather information and prepare tax returns with training and support from day one. This in-person role offers a competitive hourly rate and opportunities to increase earnings as tax knowledge grows.

You'll meet with clients, explain tax information clearly, identify savings opportunities, and collaborate with teammates to deliver accurate results during peak season.