Seasonal Tax Associate — Learn & Prepare Returns

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

Job summary

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You’ll meet with clients to gather information, prepare returns with guidance, and answer questions while building client relationships.

Training and support are provided from day one, and earnings increase with tax knowledge and performance. The role emphasizes in-person client service during tax season with a competitive hourly rate and opportunities to grow within the team.

Qualifications

• Successful completion of the H&R Block Income Tax Course1
• 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 skills

Problem solving

AI tools familiarity

Education

High school diploma / GED

H&R Block Income Tax Course

Job description

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You’ll meet with clients to gather information, prepare returns with guidance, and answer questions while building client relationships.

Training and support are provided from day one, and earnings increase with tax knowledge and performance. The role emphasizes in-person client service during tax season with a competitive hourly rate and opportunities to grow within the team.