Seasonal Tax Associate — Client-Focused, Training Provided

H&R Block; Town of Liberty (NY); On-site; USD 22,000 - 27,000; Full time

Job summary

H&R Block in New York is seeking a Seasonal Tax Associate to join a local tax office. You’ll meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

No prior tax experience required; you’ll learn on the job and build client relationships, with opportunities to grow earnings as tax knowledge increases. This is an in-person role with flexible hours during tax season.

Qualifications

• High school diploma or GED required.
• Experience in a service-oriented environment.
• Strong communication and problem-solving skills.
• Comfort using digital tools including AI-based tools like Copilot and ChatGPT.
• Successful completion of the H&R Block Income Tax Course.

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

Comfort with AI tools

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

Copilot/ChatGPT

Job description

H&R Block in New York is seeking a Seasonal Tax Associate to join a local tax office. You’ll meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

No prior tax experience required; you’ll learn on the job and build client relationships, with opportunities to grow earnings as tax knowledge increases. This is an in-person role with flexible hours during tax season.