Seasonal Tax Associate - Training-Driven Client Support

H&R Block; Village of Tarrytown (NY); On-site; USD 23,000 - 32,000; Full time

Job summary

H&R Block in New York offers a seasonal Tax Associate position at a local office. You will meet clients, gather information, and prepare returns with on-the-job training, earning an hourly rate with potential earnings growth through tax knowledge. This in-person role emphasizes client service and collaborative teamwork.

No prior tax experience is required, and the schedule may include peak periods. The role focuses on developing tax knowledge, building client relationships, and contributing to

Qualifications

• Completion of the H&R Block Income Tax Course or equivalent.
• Experience interacting with customers/clients in a service-oriented environment.
• Clear communication and ability to assess client needs.
• Strong problem-solving and information-organizing skills.
• Comfort using AI-based tools such as Copilot and ChatGPT.
• High school diploma or 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 actionable recommendations.
• Identify tax savings opportunities and relevant products/services.
• Address client questions or unique situations with guidance and resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Strong communication

Problem solving

Teamwork

Comfort with AI tools

Education

High school diploma or GED

Tools

Copilot

ChatGPT

Job description

H&R Block in New York offers a seasonal Tax Associate position at a local office. You will meet clients, gather information, and prepare returns with on-the-job training, earning an hourly rate with potential earnings growth through tax knowledge. This in-person role emphasizes client service and collaborative teamwork.

No prior tax experience is required, and the schedule may include peak periods. The role focuses on developing tax knowledge, building client relationships, and contributing to