Seasonal Tax Associate - Client-Focused & Training-Driven

H&R Block, Inc.; West Lebanon (NH); On-site; USD 25,000 - 33,000; Part time

Job summary

H&R Block, Inc. is seeking seasonal Tax Associates to work in-person at a local tax office. You’ll gather information from clients, prepare tax returns with training and support, and explain tax concepts clearly to help clients understand their options.

Sales of related products may be discussed as part of the service. This role requires strong communication, customer service experience, and comfort using AI-based tools.

Qualifications

• High school diploma or GED or equivalent.
• Experience interacting with customers in a service environment.
• Strong communication and ability to explain information clearly and ask questions to understand needs.
• Comfort using digital tools and AI-based tools like Copilot and ChatGPT.
• Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is required.

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 an understandable way.
• Identify tax savings opportunities and recommend relevant products and services.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service experience

Strong communication skills

Problem-solving skills

AI tool familiarity (Copilot / ChatGPT

Education

High school diploma / GED

Bachelor’s degree in accounting or related field

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking seasonal Tax Associates to work in-person at a local tax office. You’ll gather information from clients, prepare tax returns with training and support, and explain tax concepts clearly to help clients understand their options.

Sales of related products may be discussed as part of the service. This role requires strong communication, customer service experience, and comfort using AI-based tools.