Tax Associate

H&R Block; Williamsburg (VA); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block is hiring a seasonal Tax Associate in Virginia. You’ll work in-person at a local tax office, gather client information, prepare tax returns, and answer questions with guidance from experienced teammates. No prior tax experience required—training and support are provided.

You’ll develop client service skills, explain tax information clearly, identify savings opportunities, and build strong relationships while supporting office priorities.

Qualifications

• Completion of the H&R Block Income Tax Course
• Experience interacting with customers in a service environment
• Strong communication and ability to explain information clearly
• Comfort using digital tools and 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
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Skills

Customer service

Communication

Problem solving

Teamwork

Education

High school diploma or GED

Bachelor's degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

About The Role

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 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 included AI based tools like 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 asking questions and recommending solutions based on customer needs