Seasonal Tax Pro — Training, Client Service & Growth

H&R Block; Lincoln (MA); On-site; USD 23,000 - 28,000; Full time

Job summary

H&R Block is hiring a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients to collect information, prepare tax returns, and explain tax concepts while delivering excellent service.

Training and support are provided from day one, with opportunities to learn and grow in the role. You will earn a competitive hourly rate, with potential to increase earnings as tax knowledge expands.

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

Digital tools knowledge

Copilot

ChatGPT

Education

High school diploma / GED

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients to collect information, prepare tax returns, and explain tax concepts while delivering excellent service.

Training and support are provided from day one, with opportunities to learn and grow in the role. You will earn a competitive hourly rate, with potential to increase earnings as tax knowledge expands.