Seasonal Tax Associate - Client Services & Returns

H&R Block; New Haven (CT); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Associate to join our in-person tax office team. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

You’ll identify potential tax savings and clearly explain recommendations while building strong client relationships. No prior tax experience is required; comprehensive training and ongoing support are provided.

Qualifications

• Successful completion of the H&R Block Income Tax Course1.
• 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.

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

Communication skills

Problem solving

Digital tools familiarity (Copilot/Ch

Education

High school diploma / GED/ equivalent

Job description

H&R Block is seeking a Seasonal Tax Associate to join our in-person tax office team. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

You’ll identify potential tax savings and clearly explain recommendations while building strong client relationships. No prior tax experience is required; comprehensive training and ongoing support are provided.