Seasonal Tax Associate — Training & Client Service

H&R Block; Town of Hartford (NY); On-site; USD 20,000 - 25,000; Full time

Job summary

H&R Block in New York is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with on-the-job training. You will explain tax information clearly and offer recommendations while identifying tax savings opportunities.

You’ll work in-person at a local H&R Block office, building client relationships and supporting office priorities through teamwork and a client-first approach.

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

Adaptability

Team collaboration

Education

High school diploma / GED/ equivalent

Bachelor’s degree in accounting/finance or related field

Tools

Copilot

ChatGPT

Job description

H&R Block in New York is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with on-the-job training. You will explain tax information clearly and offer recommendations while identifying tax savings opportunities.

You’ll work in-person at a local H&R Block office, building client relationships and supporting office priorities through teamwork and a client-first approach.