Seasonal Tax Associate — Learn Tax & Help Clients

H&R Block, Inc.; Norwood (MA); On-site; USD 25,000 - 33,000; Part time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate for in-person service at a local tax office. You’ll gather client information, prepare tax returns with training, and explain tax concepts clearly while building client relationships.

No prior tax experience is required. The role offers an hourly wage with potential to increase earnings as tax knowledge grows, and hours may vary seasonally to meet peak periods.

Qualifications

• Successful completion of the H&R Block Income Tax Course
• Experience interacting with customers or clients in a service-oriented environment
• Strong communication skills, including explaining information clearly
• Problem-solving skills, including organizing information and identifying solutions
• Comfort using digital tools and systems included 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

Digital tools

Education

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate for in-person service at a local tax office. You’ll gather client information, prepare tax returns with training, and explain tax concepts clearly while building client relationships.

No prior tax experience is required. The role offers an hourly wage with potential to increase earnings as tax knowledge grows, and hours may vary seasonally to meet peak periods.