Seasonal Tax Associate: Learn, Help Clients, Earn

H&R Block; Jamestown (NY); On-site; USD 19,000 - 25,000; Full time

Job summary

H&R Block in the United States is seeking a seasonal Tax Associate to help clients gather information, prepare tax returns with training and support from experienced teammates, and explain tax details clearly.

This in-person role offers an hourly rate with opportunities to earn more as tax knowledge grows, and requires strong communication, customer service, and problem-solving skills.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• 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

Customer service

Communication

Problem-solving

Digital tools

Education

High school diploma / GED

Tools

AI tools (Copilot, ChatGPT)

Job description

H&R Block in the United States is seeking a seasonal Tax Associate to help clients gather information, prepare tax returns with training and support from experienced teammates, and explain tax details clearly.

This in-person role offers an hourly rate with opportunities to earn more as tax knowledge grows, and requires strong communication, customer service, and problem-solving skills.