Tax Associate - Client Advisory & Training Path

H&R Block, Inc.; Buda (TX); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block is seeking a Tax Associate for an in-person, apprenticeship-style role focused on reviewing clients' tax situations and delivering clear advice. You will work with guidance and coaching, using advanced technology to ensure accurate returns and personalized client service.

You will build client relationships, participate in ongoing training, and collaborate with a Client Care Specialist to gather information and deliver a great experience during peak tax periods.

Qualifications

• Completion of the HR Block Income Tax Course
• Experience interacting with customers in a service environment
• Strong communication and asking questions to understand needs
• Problem-solving with organizing information and identifying solutions
• Comfort using digital tools and AI-based tools
• High school diploma / GED / equivalent

Responsibilities

• Review clients' tax situations and provide clear advice
• Collaborate with Client Care Specialist to gather client information
• Use advanced technology to prepare returns while ensuring accuracy
• Ask open-ended questions to understand client needs and identify tax savings opportunities
• Recommend relevant products and services based on client needs
• Engage in ongoing training to grow tax knowledge and client service skills
• Build strong client relationships and support office goals through teamwork

Skills

Customer service experience

Communication skills

Problem solving

AI tools (Copilot, ChatGPT)

Education

High school diploma / GED / equivalent

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

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Tax Associate for an in-person, apprenticeship-style role focused on reviewing clients' tax situations and delivering clear advice. You will work with guidance and coaching, using advanced technology to ensure accurate returns and personalized client service.

You will build client relationships, participate in ongoing training, and collaborate with a Client Care Specialist to gather information and deliver a great experience during peak tax periods.