Seasonal Tax Associate — Learn, Help Clients, Earn

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

Job summary

H&R Block in Worcester, MA is seeking a Seasonal Tax Associate to work in a local tax office. You will meet with clients to gather information, prepare tax returns with guidance, and explain tax concepts clearly while recommending products and services.

No prior tax experience is required as comprehensive training is provided. You will earn a competitive hourly rate and have opportunities to increase earnings as tax knowledge grows.

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent training.
• Experience interacting with customers or clients in a service-oriented environment.
• Strong communication skills, including explaining information clearly and asking questions to understand needs.
• Problem-solving skills, including organizing information and identifying solutions.
• Comfort using digital tools and systems 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

Strong communication

Problem-solving

Customer service experience

AI tools familiarity

Education

High school diploma or GED

Tools

Copilot

ChatGPT

Job description

H&R Block in Worcester, MA is seeking a Seasonal Tax Associate to work in a local tax office. You will meet with clients to gather information, prepare tax returns with guidance, and explain tax concepts clearly while recommending products and services.

No prior tax experience is required as comprehensive training is provided. You will earn a competitive hourly rate and have opportunities to increase earnings as tax knowledge grows.