Seasonal Tax Associate - Client-Focused & Training-Led

H&R Block, Inc.; Wallingford (CT); On-site; USD 25,000 - 33,000; Part time

Job summary

H&R Block, Inc. seeks a seasonal Tax Associate to help clients gather information, prepare returns, and explain tax options in a friendly, client-first environment. Training is provided, with opportunities to grow tax knowledge and earnings during peak periods.

This in-person role is based at a local H&R Block tax office in Wallingford, CT. Ideal candidates enjoy serving clients, communicating clearly, and solving tax-related questions with support from experienced teammates and digital tools.

Qualifications

• Successful completion of the H&R Block Income Tax Course
• Experience interacting with customers
• 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 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 skills

Problem-solving skills

Digital tools (Copilot, ChatGPT)

Teamwork

Education

High school diploma / GED / equivalent

H&R Block Income Tax Course

Bachelor’s degree in accounting/finance or related (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. seeks a seasonal Tax Associate to help clients gather information, prepare returns, and explain tax options in a friendly, client-first environment. Training is provided, with opportunities to grow tax knowledge and earnings during peak periods.

This in-person role is based at a local H&R Block tax office in Wallingford, CT. Ideal candidates enjoy serving clients, communicating clearly, and solving tax-related questions with support from experienced teammates and digital tools.