Seasonal Tax Associate — Learn, Prep Returns, Help Clients

H&R Block; South Windsor (CT); On-site; USD 25,000 - 36,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. You will explain tax information clearly and provide recommendations in a way clients can easily understand.

Identify tax savings opportunities and recommend relevant products and services. You will apply problem-solving skills to address questions and build strong client relationships through teamwork and a client-first approach.

Qualifications

• Experience interacting with customers in a service-oriented environment.
• Strong communication skills and ability to explain information clearly.
• Problem-solving skills with ability to address questions with guidance.
• Comfort using digital tools and AI-based tools like Copilot and ChatGPT.

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.
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach.

Skills

Customer service experience

Strong communication

Problem-solving

Comfort with digital tools

Education

High school diploma / GED

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. You will explain tax information clearly and provide recommendations in a way clients can easily understand.

Identify tax savings opportunities and recommend relevant products and services. You will apply problem-solving skills to address questions and build strong client relationships through teamwork and a client-first approach.