Seasonal Tax Associate - In-Person, Client-Focused Training

H&R Block; Ransomville (NY); On-site; USD 20,000 - 25,000; Part time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Training and support

Job summary

H&R Block in the United States is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. You’ll explain tax information clearly and identify savings opportunities while building strong client relationships.

This in-person role is based at a local H&R Block tax office. You’ll earn a competitive hourly rate with opportunities to increase earnings as you grow tax knowledge, availability for peak

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service-oriented environment.
• Strong communication and ability to explain information clearly.
• Problem-solving skills including organizing information and identifying solutions.
• Comfort using digital tools and 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 an understandable way.
• 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

Strong communication

Problem-solving

Explain information clearly

Education

High school diploma / GED / equivalent

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

Tools

Copilot

ChatGPT

Job description

H&R Block in the United States is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. You’ll explain tax information clearly and identify savings opportunities while building strong client relationships.

This in-person role is based at a local H&R Block tax office. You’ll earn a competitive hourly rate with opportunities to increase earnings as you grow tax knowledge, availability for peak