Seasonal Tax Associate — Client-Focused & Training-Driven

H&R Block, Inc.; Village of Ballston Spa (NY); Presencial; USD 19.000 - 25.000; A tiempo parcial

Descripción de la vacante

H&R Block, Inc. is seeking a Seasonal Tax Associate to work in person at a local tax office. You will meet with clients, gather information, and prepare tax returns with support from experienced teammates.

The role emphasizes clear explanations, client relationships, and guidance on tax-saving opportunities. No prior tax experience is required; training is provided to build knowledge and confidence. This is a part-time, in-office position with hourly compensation and potential overtime during

Formación

• Enrollment in or 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

Responsabilidades

• 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

Conocimientos

Customer service experience

Strong communication

Problem-solving

Digital tools

Educación

High school diploma

Bachelor’s degree in accounting/finance

Herramientas

Copilot

ChatGPT

Descripción del empleo

H&R Block, Inc. is seeking a Seasonal Tax Associate to work in person at a local tax office. You will meet with clients, gather information, and prepare tax returns with support from experienced teammates.

The role emphasizes clear explanations, client relationships, and guidance on tax-saving opportunities. No prior tax experience is required; training is provided to build knowledge and confidence. This is a part-time, in-office position with hourly compensation and potential overtime during