Seasonal Tax Associate — In-Person Training & Client Impact

H&R Block, Inc.; Watertown (CT); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block in Connecticut hires a Seasonal Tax Associate to work in-person at a local tax office. You will begin a career in tax and client services with training from day one, preparing returns and guiding clients through tax questions.

You'll meet with clients, prepare complete returns with support from teammates, explain tax information clearly, identify savings opportunities, and build strong relationships while supporting office goals during peak season.

Qualifications

• Requires completion or enrollment in the H&R Block Income Tax Course.
• Customer-service experience in a service-oriented setting.
• Strong communication and question-clarification skills.
• Ability to use digital tools and AI-based tools effectively.
• High school diploma or equivalent.

Responsibilities

• Meet with clients to gather information and assess tax situation.
• Prepare complete and accurate tax returns with team support.
• Explain tax information clearly and offer recommendations.
• Identify tax savings opportunities and suggest relevant products.
• Collaborate with colleagues to support office priorities during peak periods.

Skills

Customer service experience

Strong communication skills

Problem-solving skills

Experience using digital tools (Copil​

AI tools familiarity (Copilot, ChatGPT

Education

High school diploma / GED or equivalent

H&R Block Income Tax Course enrollment/completion

Tools

Copilot

ChatGPT

Job description

H&R Block in Connecticut hires a Seasonal Tax Associate to work in-person at a local tax office. You will begin a career in tax and client services with training from day one, preparing returns and guiding clients through tax questions.

You'll meet with clients, prepare complete returns with support from teammates, explain tax information clearly, identify savings opportunities, and build strong relationships while supporting office goals during peak season.