Seasonal Tax Associate - Training, Client Focus

H&R Block, Inc.; Town of Windsor (NY); On-site; USD 19,000 - 25,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Associate to join a local tax office in person. You will meet with clients, gather tax information, prepare returns, and explain tax details with support from experienced teammates.

No prior tax experience is required as training is provided, with opportunities to increase earnings as tax knowledge grows. Availability for peak periods and evenings/weekends is expected.

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 to qualify for this role.

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 or GED

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to join a local tax office in person. You will meet with clients, gather tax information, prepare returns, and explain tax details with support from experienced teammates.

No prior tax experience is required as training is provided, with opportunities to increase earnings as tax knowledge grows. Availability for peak periods and evenings/weekends is expected.