Seasonal Tax Associate — Training & Client Support

H&R Block, Inc.; Fitchburg (MA); On-site; USD 19,000 - 25,000; Part time

Job summary

H&R Block, Inc. is hiring a seasonal Tax Associate to help clients prepare returns and learn with training from day one. This in-person role at a local tax office provides an opportunity to build client relationships while developing tax knowledge.

No prior tax experience is required; successful candidates will gather information, prepare returns, and explain tax concepts clearly. The role emphasizes teamwork and client-first service during peak periods.

Qualifications

• Successful completion of the H&R Block Income Tax Course 1
• 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 included 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

Strong communication

Customer service experience

Problem-solving

Digital tools (AI Copilot/ChatGPT)

Teamwork

Education

High school diploma or GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is hiring a seasonal Tax Associate to help clients prepare returns and learn with training from day one. This in-person role at a local tax office provides an opportunity to build client relationships while developing tax knowledge.

No prior tax experience is required; successful candidates will gather information, prepare returns, and explain tax concepts clearly. The role emphasizes teamwork and client-first service during peak periods.