Seasonal Tax Associate - Learn Tax Prep & Client Care

H&R Block; West Caldwell (NJ); On-site; USD 24,000 - 32,000; Part time

Job summary

H&R Block in New Jersey is seeking a seasonal Tax Associate to work in-person at a local tax office. No prior tax experience is required as training and support are provided.

You will meet with clients, collect information, prepare tax returns, explain tax details, and identify savings opportunities while building client relationships. You’ll earn an hourly rate with growth opportunities as you gain tax knowledge and experience.

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 experience

Clear communication

Problem solving

Digital tools knowledge

Interpersonal skills

Education

High school diploma or GED

Tools

Copilot

ChatGPT

Job description

H&R Block in New Jersey is seeking a seasonal Tax Associate to work in-person at a local tax office. No prior tax experience is required as training and support are provided.

You will meet with clients, collect information, prepare tax returns, explain tax details, and identify savings opportunities while building client relationships. You’ll earn an hourly rate with growth opportunities as you gain tax knowledge and experience.