Seasonal Tax Associate: Learn, Help Clients, Earn More

H&R Block; Berlin (CT); On-site; USD 21,000 - 34,000; 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 with clients, gather information, and prepare tax returns with guidance from experienced teammates.

You’ll explain tax details clearly and offer recommendations to improve outcomes, while identifying savings opportunities and cross-selling relevant products and services. No prior tax experience is required as training starts on day one.

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent.
• Experience interacting with customers in a service environment.
• Strong communication skills and ability to explain information clearly.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• 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 recommend products and services.
• Solve problems and address questions with guidance and resources.
• Build client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Problem solving

AI tools familiarity

Tax basics

Education

High school diploma or GED

H&R Block Income Tax Course

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 with clients, gather information, and prepare tax returns with guidance from experienced teammates.

You’ll explain tax details clearly and offer recommendations to improve outcomes, while identifying savings opportunities and cross-selling relevant products and services. No prior tax experience is required as training starts on day one.