Seasonal Tax Associate — Training & Client Impact

H&R Block, Inc.; Village of Waterville (NY); On-site; USD 20,000 - 25,000; Part time

Benefits offered by this job

Medical and prescription coverage

401(k) plan

Associate discount program

Job summary

H&R Block is hiring a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. The role emphasizes clear explanations, client service, and identifying potential tax savings.

No prior tax experience is required; training is provided. The position offers an hourly wage with opportunities to increase earnings during peak periods and to grow knowledge within the tax

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
• Problem-solving skills, including organizing information and identifying solutions
• Comfort using digital tools and systems including AI-based tools

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

Education

High school diploma / GED/ equivalent

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

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. The role emphasizes clear explanations, client service, and identifying potential tax savings.

No prior tax experience is required; training is provided. The position offers an hourly wage with opportunities to increase earnings during peak periods and to grow knowledge within the tax