Seasonal Tax Associate - Learn Tax Prep & Client Service

H&R Block, Inc.; Wallingford (CT); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block in Wallingford, CT is seeking a seasonal Tax Associate to work directly with clients, gather information, and prepare tax returns with training and support from experienced teammates. You will explain tax information clearly, identify savings opportunities, and address questions while building strong client relationships and contributing to office priorities.

No prior tax experience is required; you will earn a competitive hourly rate and have opportunities to grow your knowledge and

Qualifications

• High school diploma or GED required.
• Experience in customer-facing service
• Strong communication and ability to explain information clearly
• Problem-solving and information organization skills
• Comfort using digital tools including AI-based tools like Copilot and ChatGPT
• Bachelor's degree in accounting, finance, or related field preferred

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
• Build strong client relationships and support office priorities through teamwork and a client-first approach

Skills

Communication skills

Customer service

Problem solving

Digital tools

AI tools

Education

HS diploma / GED

Bachelor's degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block in Wallingford, CT is seeking a seasonal Tax Associate to work directly with clients, gather information, and prepare tax returns with training and support from experienced teammates. You will explain tax information clearly, identify savings opportunities, and address questions while building strong client relationships and contributing to office priorities.

No prior tax experience is required; you will earn a competitive hourly rate and have opportunities to grow your knowledge and