Tax Associate

H&R Block, Inc.; East Windsor Township (NJ); On-site; USD 22,000 - 36,000; Full time

Job summary

H&R Block, Inc. seeks a Tax Associate for an in-person, apprenticeship-style role focused on reviewing clients' tax situations and delivering clear, personalized advice with support from a Client Care Specialist.

You will leverage advanced technology to prepare returns, discuss tax-saving opportunities, and build trusted client relationships while participating in ongoing training and collaboration with the office team.

Qualifications

• Completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service 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 AI-based tools such as Copilot and ChatGPT.
• High school diploma / GED / equivalent.

Responsibilities

• Partner with a Client Care Specialist to gather client information and review each client's tax situation.
• Leverage advanced technology to prepare returns while reviewing results for accuracy.
• Ask open-ended questions and listen actively to understand client needs and identify tax savings opportunities.
• Recommend relevant products and services based on client needs and questions.
• Apply problem-solving skills to analyze client information with guidance and resources.
• Continue tax knowledge training to grow confidence and client service ability.
• Build client relationships and support office goals through teamwork and a client-first approach.

Skills

Customer service

Communication

Problem solving

Active listening

Digital tools

AI tools

Education

High school diploma or equivalent

Bachelor's degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

About the Role

As a Tax Associate at H&R Block, you'll begin a career in tax and client service through a hands-on, apprenticeship‑style experience. You’ll build your skills with training, guidance, and coaching as you grow. With support from advanced technology and a Client Care Specialist, you’ll focus on reviewing each client’s tax situation, offering clear advice, and building trust. This role is in‑person and not remote.

• Partner with a dedicated Client Care Specialist who gathers client information, allowing you to focus on reviewing each client's tax situation and delivering a great experience
• Leverage H&R Block's advanced technology to prepare returns while you focus on reviewing results, ensuring accuracy, and providing personalized advice
• Use open‑ended questions and active listening to understand client needs and identify tax savings opportunities
• Recommend relevant products and services based on client needs, questions, and unique situations
• Apply problem‑solving skills to analyze client information and address questions with guidance and resources
• Continue building tax knowledge through ongoing training to grow your confidence and ability to serve clients effectively
• Build strong client relationships and support office goals through teamwork, collaboration, and a client‑first approach

Required Qualifications

• Successful completion of the H&R Block Income Tax Course1
• 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 as well as AI‑based tools such as Copilot and ChatGPT
• High school diploma / GED / equivalent

Preferred Qualifications

• Bachelor's degree in accounting, finance, or a related field
• Experience in a client‑facing or consultative role, such as financial advising, insurance, retail sales, or professional services
• Experience using client discovery skills to understand needs and recommend solutionsAbility to work 15–35 hours per week, with availability up to 40 hours during peak periods
• Availability to work evenings and weekends during tax season

Why work for us

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

¹ Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

Pay Range Information

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job‑related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short‑term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

Pay Range

$15.92 - $25.50/Hr.