Seasonal Tax Associate — Training & Client Impact

H&R Block; Danvers (MA); On-site; USD 22,000 - 27,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to start a path in tax and client services. You will work in-person at a local tax office, gather client information, prepare returns, and answer questions with guidance from teammates.

Training and support are provided from day one, and you can earn more as you build tax knowledge. You will learn to identify tax savings opportunities and build strong client relationships while contributing to office priorities through teamwork and a client-first

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

Communication

Problem solving

AI literacy

Teamwork

Education

High school diploma / GED / equivalent

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to start a path in tax and client services. You will work in-person at a local tax office, gather client information, prepare returns, and answer questions with guidance from teammates.

Training and support are provided from day one, and you can earn more as you build tax knowledge. You will learn to identify tax savings opportunities and build strong client relationships while contributing to office priorities through teamwork and a client-first