Seasonal Tax Associate — Client-Focused & Training-Driven

H&R Block, Inc.; Village of Evans Mills (NY); On-site; USD 15,000 - 26,000; Full time

Benefits offered by this job

Health coverage

401(k) Plan

Employee Assistance Program

Discount program

Wellness programs

Job summary

H&R Block in New York is seeking a seasonal Tax Associate to start a career in tax and client services. You'll work directly with clients to gather information, prepare tax returns, and answer questions in person at a local tax office.

With training from day one, you’ll develop skills, build client relationships, and have opportunities to increase earnings as you grow tax knowledge. Some evenings/weekends may be required during peak periods.

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent.
• Experience interacting with customers or clients in a service-oriented environment.
• Strong communication skills and ability to explain information clearly.
• Problem-solving skills and ability to organize information.
• Comfort using digital tools and 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 understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information and address questions with guidance.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service experience

Clear communication

Problem solving

Explain information clearly

Ask questions to understand needs

Comfort with AI tools

Education

High school diploma / GED / equivalent

Bachelor's degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block in New York is seeking a seasonal Tax Associate to start a career in tax and client services. You'll work directly with clients to gather information, prepare tax returns, and answer questions in person at a local tax office.

With training from day one, you’ll develop skills, build client relationships, and have opportunities to increase earnings as you grow tax knowledge. Some evenings/weekends may be required during peak periods.