Seasonal Tax Associate — In-Person & Client‑Focused

H&R Block, Inc.; Massapequa (NY); On-site; USD 25,000 - 33,000; Part time

Job summary

H&R Block in New York is hiring a seasonal Tax Associate to work directly with clients, gather information, and prepare tax returns with training and support from day one. This in-person role emphasizes client service, learning, and building strong client relationships in a busy tax office.

You will identify potential tax savings, explain tax concepts clearly, and recommend relevant products and services. Success comes from teamwork, a client-first approach, and ongoing learning as you grow tax

Qualifications

• 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

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

Communication

Problem solving

AI tools

Education

High school diploma

Tools

Copilot/ChatGPT

Job description

H&R Block in New York is hiring a seasonal Tax Associate to work directly with clients, gather information, and prepare tax returns with training and support from day one. This in-person role emphasizes client service, learning, and building strong client relationships in a busy tax office.

You will identify potential tax savings, explain tax concepts clearly, and recommend relevant products and services. Success comes from teamwork, a client-first approach, and ongoing learning as you grow tax