Seasonal Tax Associate - Client-Focused with Training

H&R Block, Inc.; Town of West Seneca (NY); Vor Ort; USD 19.000 - 25.000; Teilzeit

Benefits dieser Stelle

Medical and prescription coverage

401(k) plan

Associate Tax Prep benefit

Zusammenfassung

H&R Block, Inc. is seeking a Seasonal Tax Associate for in-person service at a local tax office in New York. You will meet with clients, gather tax information, and prepare returns with support from experienced teammates.

The role emphasizes clear communication, client education, and identifying tax-saving opportunities, contributing to a client-first culture. No prior tax experience is required as training is provided.

Qualifikationen

• Successful completion of the H&R Block Income Tax Course
• 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

Aufgaben

• 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

Kenntnisse

Customer service experience

Communication skills

Problem solving

Digital tools familiarity

Ask questions to understand needs

Teamwork

Ausbildung

High school diploma / GED

Bachelor’s degree in accounting or finance

Tools

Copilot

ChatGPT

Jobbeschreibung

H&R Block, Inc. is seeking a Seasonal Tax Associate for in-person service at a local tax office in New York. You will meet with clients, gather tax information, and prepare returns with support from experienced teammates.

The role emphasizes clear communication, client education, and identifying tax-saving opportunities, contributing to a client-first culture. No prior tax experience is required as training is provided.