Seasonal Tax Associate: Client-Focused Training & Growth

H&R Block, Inc.; Town of Warwick (NY); On-site; USD 25,000 - 33,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to join a local tax office in New York. You’ll meet with clients, gather information, prepare returns, and learn through training and support from experienced teammates. No prior tax experience required.

You’ll build client relationships, explain tax information clearly, identify savings opportunities, and contribute to a high-performing team during tax season. This role is in-person, offering an hourly pay range with potential overtime during peak

Qualifications

• Completion of the H&R Block Income Tax Course 1.
• Experience interacting with customers in a service environment.
• Strong communication, including explaining information clearly and asking questions to understand needs.
• Comfort using AI-based tools like Copilot and ChatGPT.

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 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.

Skills

Customer service

Communication

Problem solving

AI tools

Teamwork

Education

High school diploma or GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to join a local tax office in New York. You’ll meet with clients, gather information, prepare returns, and learn through training and support from experienced teammates. No prior tax experience required.

You’ll build client relationships, explain tax information clearly, identify savings opportunities, and contribute to a high-performing team during tax season. This role is in-person, offering an hourly pay range with potential overtime during peak