Seasonal Tax Associate — Training & Client Impact

H&R Block, Inc.; Ayer (MA); On-site; USD 23,000 - 28,000; Part time

Benefits offered by this job

Medical coverage

401(k) Plan

Employee assistance program

Associate discount

Travel accident insurance

Tax prep benefit

Job summary

H&R Block, Inc. is hiring a seasonal Tax Associate to work in-person at a local tax office. You will gather client information, prepare returns, and explain tax outcomes with trained teammates. Training and support are provided from day one.

The role emphasizes client service, problem solving, and building relationships while learning tax knowledge and products to grow earnings during peak periods.

Qualifications

• High school diploma or equivalent required.
• Experience in a service environment with customers.
• Strong communication and problem-solving skills.
• Comfort using digital tools including AI-based assistants.
• Preferred: bachelor's degree in accounting/finance and client-facing experience.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and related products/services.
• Address questions and unique situations with guidance and resources.
• Build strong client relationships and support office priorities.

Skills

Customer service

Communication

Problem solving

AI tools usage

Education

High school diploma/GED

Bachelor's degree (accounting/finance)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is hiring a seasonal Tax Associate to work in-person at a local tax office. You will gather client information, prepare returns, and explain tax outcomes with trained teammates. Training and support are provided from day one.

The role emphasizes client service, problem solving, and building relationships while learning tax knowledge and products to grow earnings during peak periods.