Seasonal Tax Associate: Training & Client Services

H&R Block, Inc.; Woodside (NY); On-site; USD 25,000 - 32,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate for an in-person position at a local tax office in New York.

You will meet with clients, gather information, and prepare tax returns with training and guidance from experienced teammates. No prior tax experience is required; comprehensive training is provided and you’ll earn a competitive hourly rate with opportunities to increase earnings as you learn more about tax knowledge and service delivery.

Qualifications

• Experience in customer service or client-facing roles.
• Excellent verbal and written communication.
• Ability to explain tax concepts clearly.
• Strong problem-solving and information organization.
• Comfort using AI-based tools and digital systems.
• High school diploma or GED or equivalent.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare tax returns with training and support.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and advise on products/services.
• Address questions using problem-solving with available resources.
• Build client relationships and support office priorities.

Skills

Client interaction

Communication

Problem solving

Digital tools

High school diploma

Education

High school diploma / GED/ equivalent

Bachelor’s degree (preferred)

Tools

Copilot & ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate for an in-person position at a local tax office in New York.

You will meet with clients, gather information, and prepare tax returns with training and guidance from experienced teammates. No prior tax experience is required; comprehensive training is provided and you’ll earn a competitive hourly rate with opportunities to increase earnings as you learn more about tax knowledge and service delivery.