Seasonal Tax Associate — Client-Focused & Training-Driven

H&R Block, Inc.; Village of Blasdell (NY); On-site; USD 19,000 - 25,000; Part time

Job summary

H&R Block, Inc. is hiring a Seasonal Tax Associate to join a local tax office in person. You’ll meet with clients, gather information, and prepare returns with guidance from experienced teammates. You’ll explain tax concepts clearly and help clients identify savings opportunities while building relationships.

No prior tax experience required; training is provided, with opportunities to increase earnings as knowledge grows during peak 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

Communication

Problem solving

Digital tools (AI)

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is hiring a Seasonal Tax Associate to join a local tax office in person. You’ll meet with clients, gather information, and prepare returns with guidance from experienced teammates. You’ll explain tax concepts clearly and help clients identify savings opportunities while building relationships.

No prior tax experience required; training is provided, with opportunities to increase earnings as knowledge grows during peak tax season.