Seasonal Tax Associate — In-Person Prep & Client Care

H&R Block; Rockland (MA); On-site; USD 22,000 - 27,000; Full time

Job summary

H&R Block is hiring a seasonal Tax Associate in Massachusetts for in-person client service. No prior tax experience is required, as training and support start day one.

You will meet with clients, gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. This role emphasizes a client-first mindset, teamwork, and learning opportunities, with the potential to increase earnings through tax knowledge and performance during peak

Qualifications

• 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
• Comfort using digital tools 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

Communication

Problem-solving

AI tools familiarity

High school diploma

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate in Massachusetts for in-person client service. No prior tax experience is required, as training and support start day one.

You will meet with clients, gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. This role emphasizes a client-first mindset, teamwork, and learning opportunities, with the potential to increase earnings through tax knowledge and performance during peak