Seasonal Tax Associate: In-Office Training & Client Impact

H&R Block; West Hartford (CT); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Associate to meet with clients, gather tax information, and prepare returns with guidance from experienced teammates. The role emphasizes clear explanations and identifying savings opportunities, with strong client relationships and teamwork at the core.

Starting pay is competitive hourly, with training and support from day one. This in-person position supports office priorities and provides growth as tax knowledge increases.

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent training.
• 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, including AI-based tools like Copilot and ChatGPT.
• High school diploma / GED or equivalent.

Responsibilities

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

Skills

Customer service experience

Strong communication

Problem-solving

Client-focused approach

Comfort using AI tools

Education

High school diploma / GED

H&R Block Income Tax Course

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to meet with clients, gather tax information, and prepare returns with guidance from experienced teammates. The role emphasizes clear explanations and identifying savings opportunities, with strong client relationships and teamwork at the core.

Starting pay is competitive hourly, with training and support from day one. This in-person position supports office priorities and provides growth as tax knowledge increases.