Seasonal Tax Associate - Training Provided, Client-Focused

H&R Block, Inc.; New Fairfield (CT); On-site; USD 25,000 - 33,000; Part time

Job summary

H&R Block in Bridgeport area is seeking a seasonal Tax Associate to gather client information, prepare returns, and explain tax details with support from experienced teammates. No prior tax experience is required as training starts day one.

You will meet with clients, identify tax savings opportunities, and build strong client relationships in a friendly, client-first environment. This is an in-person position during tax season.

Qualifications

• High school diploma or GED or equivalent required.
• Experience interacting with customers or clients in a service environment.
• Strong communication skills and ability to explain information clearly.
• Problem-solving ability and organizational skills.
• Comfort using digital tools and AI-based systems like Copilot and ChatGPT.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support.
• Explain tax information clearly and provide client-friendly recommendations.
• Identify tax savings opportunities and suggest relevant products and services.
• Address questions or unique situations with guidance and available resources.
• Build client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Problem solving

Tech literacy

Education

High school diploma or GED

Bachelor’s degree preferred

Tools

AI tools (Copilot/ChatGPT)

Job description

H&R Block in Bridgeport area is seeking a seasonal Tax Associate to gather client information, prepare returns, and explain tax details with support from experienced teammates. No prior tax experience is required as training starts day one.

You will meet with clients, identify tax savings opportunities, and build strong client relationships in a friendly, client-first environment. This is an in-person position during tax season.