Seasonal Tax Associate: Learn Tax Prep & Client Service

H&R Block, Inc.; Bethpage (NY); On-site; USD 24,000 - 32,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to help clients gather information, prepare returns, and answer questions in person at a local tax office. No prior tax experience required, with training provided.

You will meet with clients, prepare returns, explain tax information, and identify savings opportunities while building strong client relationships. Responsibilities include gathering client data, ensuring accuracy, and collaborating with teammates to deliver quality service.

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

Strong communication skills

Problem-solving skills

Familiar with AI-based tools

Education

High school diploma / GED/ equivalent

Bachelor’s degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to help clients gather information, prepare returns, and answer questions in person at a local tax office. No prior tax experience required, with training provided.

You will meet with clients, prepare returns, explain tax information, and identify savings opportunities while building strong client relationships. Responsibilities include gathering client data, ensuring accuracy, and collaborating with teammates to deliver quality service.