Seasonal Tax Prep Associate - Client Focused

H&R Block; Stoneham (MA); On-site; USD 23,000 - 29,000; Full time

Job summary

H&R Block in Massachusetts is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, prepare tax returns with guidance from experienced teammates. No prior tax experience is required; training begins on day one.

You will explain tax information clearly, identify savings opportunities, and build strong client relationships. This position offers an hourly rate with opportunities to increase earnings as you build tax knowledge 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

Customer service experience

Communication skills

Problem-solving

AI tools (Copilot/ChatGPT)

Income Tax Course

Education

Bachelor's degree in accounting/finance/related field

High school diploma / GED

Job description

H&R Block in Massachusetts is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, prepare tax returns with guidance from experienced teammates. No prior tax experience is required; training begins on day one.

You will explain tax information clearly, identify savings opportunities, and build strong client relationships. This position offers an hourly rate with opportunities to increase earnings as you build tax knowledge and