Seasonal Tax Associate: Learn Tax & Help Clients

H&R Block, Inc.; Waltham (MA); On-site; USD 22,000 - 29,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to start a career in tax and client service. You will meet with clients, gather information, and prepare tax returns with training from day one in a local Block office.

No prior tax experience is required. You will learn to explain tax concepts clearly, identify savings opportunities, and build lasting client relationships while contributing as part of a team during tax season.

Qualifications

• 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 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 or 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 and collaboration

Skills

Customer service experience

Clear communication

Problem-solving

Digital tools & AI familiarity

Education

High school diploma / GED

Bachelor’s degree (preferred) in accounting/finance/related

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to start a career in tax and client service. You will meet with clients, gather information, and prepare tax returns with training from day one in a local Block office.

No prior tax experience is required. You will learn to explain tax concepts clearly, identify savings opportunities, and build lasting client relationships while contributing as part of a team during tax season.