Seasonal Tax Associate: Learn, Earn & Help Clients

H&R Block, Inc.; New York (NY); On-site; USD 24,000 - 32,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet clients, gather information, and prepare returns with guided training. You’ll learn tax concepts, provide clear explanations, and identify opportunities to help clients save money.

This role emphasizes client service, collaboration with teammates, and flexible hours during tax season. Training starts on day one to support your growth in the role.

Qualifications

• Completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service setting.
• Strong communication and ability to explain information clearly.
• Problem-solving skills and ability to organize information.
• Comfort using AI-based tools like Copilot and ChatGPT.
• High school diploma or 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 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 and a client-first approach.

Skills

Customer service

Communication

Problem solving

Education

High school diploma or GED

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet clients, gather information, and prepare returns with guided training. You’ll learn tax concepts, provide clear explanations, and identify opportunities to help clients save money.

This role emphasizes client service, collaboration with teammates, and flexible hours during tax season. Training starts on day one to support your growth in the role.