Seasonal Tax Associate: Training & Client Service

H&R Block, Inc.; Village/Town of Mount Kisco (NY); On-site; USD 25,000 - 32,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to begin a career in tax and client services with no prior tax experience required. You’ll work with clients at a local H&R Block tax office to gather information, prepare tax returns, and answer questions while building valuable client relationships and skills.

Training and support are provided from day one, and the role is in-person. You will meet with clients, prepare returns with guidance, explain tax information clearly, and

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

Communication

Customer service

Problem solving

AI tools experience

High school diploma

Education

H&R Block Income Tax Course

Bachelor’s degree in accounting/finance

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to begin a career in tax and client services with no prior tax experience required. You’ll work with clients at a local H&R Block tax office to gather information, prepare tax returns, and answer questions while building valuable client relationships and skills.

Training and support are provided from day one, and the role is in-person. You will meet with clients, prepare returns with guidance, explain tax information clearly, and