Seasonal Tax Associate: Client-Focused Training & Growth

H&R Block, Inc.; West Haven (CT); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block, Inc. in West Haven, CT is seeking a seasonal Tax Associate to help clients gather information and prepare tax returns with training from day one. The role is in-person at a local tax office and offers an hourly rate with opportunities to grow tax knowledge and earnings.

No prior tax experience is required, and you will work with knowledgeable teammates to answer questions, identify savings opportunities, and develop strong client relationships during peak tax season.

Qualifications

• Successful completion of the H&R Block Income Tax Course1
• 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 included 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 experience

Strong communication

Problem solving

Digital tools (Copilot/ChatGPT)

High school diploma

Education

High school diploma / GED

Bachelor’s degree (preferred) in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. in West Haven, CT is seeking a seasonal Tax Associate to help clients gather information and prepare tax returns with training from day one. The role is in-person at a local tax office and offers an hourly rate with opportunities to grow tax knowledge and earnings.

No prior tax experience is required, and you will work with knowledgeable teammates to answer questions, identify savings opportunities, and develop strong client relationships during peak tax season.