Seasonal Tax Associate: Learn, Prepare Returns, Help Clients

H&R Block, Inc.; Athol (MA); On-site; USD 15,000 - 25,000; Part time

Job summary

H&R Block, Inc. is hiring a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients to gather information, prepare returns with support from experienced teammates, and explain tax information clearly to help clients understand their options.

No prior tax experience required; training and support start from day one. The role offers an hourly wage with potential to increase as tax knowledge grows, and requires availability during tax season.

Qualifications

• Successful completion of the H&R Block Income Tax Course 1.
• 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 experience

Communication skills

Problem solving

Digital tools (Copilot/ChatGPT)

Evenings/weekends flexibility

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Job description

H&R Block, Inc. is hiring a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients to gather information, prepare returns with support from experienced teammates, and explain tax information clearly to help clients understand their options.

No prior tax experience required; training and support start from day one. The role offers an hourly wage with potential to increase as tax knowledge grows, and requires availability during tax season.