Seasonal Tax Associate: Learn Tax Prep & Client Advisory

H&R Block; Milford (MA); On-site; USD 22,000 - 27,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, collect information, and prepare tax returns with guidance from experienced teammates. The role emphasizes clear explanations, identifying savings opportunities, and building strong client relationships at a local tax office.

Training provided; you will earn an hourly rate with potential increases as tax knowledge grows. In-person work during tax season, with flexible hours as needed.

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

Communication skills

Problem solving

Digital tools familiarity

Education

High school diploma / GED

Bachelor’s degree in accounting

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients, collect information, and prepare tax returns with guidance from experienced teammates. The role emphasizes clear explanations, identifying savings opportunities, and building strong client relationships at a local tax office.

Training provided; you will earn an hourly rate with potential increases as tax knowledge grows. In-person work during tax season, with flexible hours as needed.