Seasonal Tax Associate: Learn Tax Prep and Client Service

H&R Block; Holyoke (MA); On-site; USD 20,000 - 25,000; Part time

Benefits offered by this job

Competitive pay

Benefits package

Seasonal schedule

Job summary

H&R Block is seeking a Seasonal Tax Associate to join a local tax office in person. You’ll meet with clients, gather information, prepare tax returns, and answer questions while building client relationships and tax knowledge. Training and support are provided from day one.

No prior tax experience is required; the role offers an hourly pay structure with opportunities to increase earnings as you build expertise and tax knowledge during 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 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

Strong communication

Problem solving

Teamwork

Comfort with AI tools

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to join a local tax office in person. You’ll meet with clients, gather information, prepare tax returns, and answer questions while building client relationships and tax knowledge. Training and support are provided from day one.

No prior tax experience is required; the role offers an hourly pay structure with opportunities to increase earnings as you build expertise and tax knowledge during peak periods.