Seasonal Tax Associate: Client-Focused with Training

H&R Block, Inc.; Groton (CT); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate for in-person work at a local tax office. You’ll gather information from clients, prepare returns with training, and explain tax options clearly while building client relationships.

No prior tax experience required; you’ll earn an hourly rate and can increase earnings as you gain knowledge. The role emphasizes customer service, teamwork, and supporting office priorities.

Qualifications

• Successful completion of relevant tax training or course.
• Experience interacting with customers in service roles.
• Ability to explain information clearly and ask clarifying questions.
• Comfort using digital tools and AI-based assistance.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support from teammates.
• Explain tax information clearly and provide recommendations for clients.
• Identify tax savings opportunities and suggest related products and services.
• Apply problem-solving skills to analyze client information and address questions.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service experience

Strong communication

Problem-solving

Digital tools familiarity

Education

High school diploma / GED

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot/ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate for in-person work at a local tax office. You’ll gather information from clients, prepare returns with training, and explain tax options clearly while building client relationships.

No prior tax experience required; you’ll earn an hourly rate and can increase earnings as you gain knowledge. The role emphasizes customer service, teamwork, and supporting office priorities.