Seasonal Tax Associate: Learn, Earn & Help Clients

H&R Block, Inc.; Ridgewood (NY); On-site; USD 24,000 - 32,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to start a career in tax and client services.

This in-person role at a local H&R Block tax office requires no prior tax experience, with training and support from day one as you gather information, prepare returns, and answer questions. You'll meet with clients, explain tax information clearly, identify savings opportunities, and build strong relationships through teamwork.

Qualifications

• Completed the H&R Block Income Tax Course.
• Experience interacting with customers in a service setting.
• Strong communication and asking questions to understand needs.
• Problem-solving and organizing information.
• Comfort using digital tools and AI-based tools like Copilot and ChatGPT.
• High school diploma / 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, collaboration, and a client-first approach.

Skills

Customer service experience

Communication skills

Problem-solving

AI tools familiarity

Education

High school diploma / GED

Bachelor's degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to start a career in tax and client services.

This in-person role at a local H&R Block tax office requires no prior tax experience, with training and support from day one as you gather information, prepare returns, and answer questions. You'll meet with clients, explain tax information clearly, identify savings opportunities, and build strong relationships through teamwork.