Seasonal Tax Associate — Learn, Help Clients, Earn

H&R Block; Waltham (MA); On-site; USD 23,000 - 28,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to begin a career in tax and client services with on-the-job training. You’ll meet with clients to gather information, prepare tax returns, and answer questions while building valuable client relationships in a local office.

You’ll earn a competitive hourly rate and have opportunities to grow as you build tax knowledge and skills. This role is in-person at a local H&R Block tax office, with peak-season hours often including evenings and weekends.

Qualifications

• Customer service experience in a service-oriented environment.
• Clear communication and ability to explain information to clients.
• Strength in problem-solving and organizing information.

Responsibilities

• Meet with clients to gather information and understand their tax situation and needs.
• Prepare complete and accurate tax returns with training and support.
• Explain tax information clearly and provide recommendations clients can understand.
• Identify tax savings opportunities and relevant products/services.
• 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 skills

Problem-solving

Digital tools

Teamwork

Education

High school diploma / GED

Bachelor’s degree in accounting or finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to begin a career in tax and client services with on-the-job training. You’ll meet with clients to gather information, prepare tax returns, and answer questions while building valuable client relationships in a local office.

You’ll earn a competitive hourly rate and have opportunities to grow as you build tax knowledge and skills. This role is in-person at a local H&R Block tax office, with peak-season hours often including evenings and weekends.