Tax Associate

Maine Tech Hub; Maine; On-site; USD 2,066,000 - 3,031,000; Part time

Job summary

H&R Block in Damariscotta, Maine is seeking a Seasonal Tax Associate to support clients with tax information gathering, return preparation, and questions. Training and day-one support are provided, with opportunities to grow as tax knowledge increases. This is an in-person position at a local H&R Block tax office.

You will meet with clients, prepare returns, explain tax information clearly, identify savings opportunities, and work with teammates to deliver client-focused service.

Qualifications

• Experience interacting with customers in a service environment.
• Strong communication skills, including explaining information clearly.
• Problem-solving abilities and ability to organize information.
• Comfort using digital tools, including Copilot and ChatGPT.
• High school diploma or GED or 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

Communication skills

Problem solving

Teamwork

Client relationships

Information gathering

Education

High school diploma / GED / equivalent

Tools

Copilot

ChatGPT

Job description

at H&R Block VIEW ONLY in Damariscotta, Maine, United States

Job Description

350534 - Tax Associate

As a seasonal Tax Associate at H&R Block, you’ll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. You’ll earn a competitive hourly rate, with opportunities to increase your earnings as you build tax knowledge and grow in the role. This role is in-person at a local H&R Block tax office.

• 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

Required Qualifications

• Successful completion of the H&R Block Income Tax Course1
• Experience interacting with customers or clients in a service-oriented environmentStrong 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 included AI based tools like Copilot and ChatGPT
• High school diploma / GED/ equivalent