Tax Associate: Apprentice-Style Training & Client Care

H&R Block, Inc.; Hutto (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

H&R Block, Inc. is seeking a Tax Associate to begin a career in tax and client service through a hands-on, apprenticeship-style experience.

You’ll grow with training and guidance while using advanced technology and a Client Care Specialist to review each client’s tax situation and provide clear advice. This in-person role emphasizes active listening, identifying tax savings opportunities, suggesting products and services, and building trusted client relationships through teamwork and ongoing

Qualifications

• Completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service environment.
• Strong communication and needs-assessment skills.
• Problem-solving with information organization.
• Proficiency with digital tools and AI-based tools such as Copilot and ChatGPT.
• High school diploma or GED.

Responsibilities

• Review client tax situations and provide clear, personalized advice.
• Use advanced technology with a Client Care Specialist to ensure accuracy.
• Ask open-ended questions and actively listen to identify tax savings.
• Recommend relevant products and services based on client needs.
• Continue tax knowledge through ongoing training and teamwork.

Skills

Customer service

Communication

Problem solving

AI literacy

Education

High school diploma or GED

H&R Block Income Tax Course

Bachelor's degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Tax Associate to begin a career in tax and client service through a hands-on, apprenticeship-style experience.

You’ll grow with training and guidance while using advanced technology and a Client Care Specialist to review each client’s tax situation and provide clear advice. This in-person role emphasizes active listening, identifying tax savings opportunities, suggesting products and services, and building trusted client relationships through teamwork and ongoing