Seasonal Tax Associate - Client Services

H&R Block, Inc.; Chelsea (MA); On-site; USD 22,000 - 29,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to start a career in tax and client services. You’ll work in-person at a local H&R Block office, meet with clients, gather information, and prepare tax returns with training provided.

The role offers an opportunity to increase earnings as tax knowledge grows and requires strong communication and service orientation. We value teamwork and a client-first approach, with evenings and weekend availability during tax season.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers 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 including 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 familiarity (Copilot, AI

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to start a career in tax and client services. You’ll work in-person at a local H&R Block office, meet with clients, gather information, and prepare tax returns with training provided.

The role offers an opportunity to increase earnings as tax knowledge grows and requires strong communication and service orientation. We value teamwork and a client-first approach, with evenings and weekend availability during tax season.