Tax Associate: Client-First Tax Advisor (In-Person)

H&R Block, Inc.; Georgetown (TX); On-site; USD 25,000 - 39,000; Part time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Job summary

H&R Block is seeking a Tax Associate to join our in-person team in a hands-on, apprenticeship-style role. You will review each client's tax situation, offer clear advice, and build trust with clients using advanced technology and guidance from a Client Care Specialist.

You'll collaborate with others to provide accurate returns, identify tax savings opportunities, and grow your tax knowledge through ongoing training and client-focused service.

Qualifications

• Successful completion of the HR Block Income Tax Course.
• 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.

Responsibilities

• 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 HR 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.

Skills

Strong communication

Problem solving

Customer service

AI tools familiarity

Digital tools

Education

High school diploma / GED / equivalent

Bachelor's degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Tax Associate to join our in-person team in a hands-on, apprenticeship-style role. You will review each client's tax situation, offer clear advice, and build trust with clients using advanced technology and guidance from a Client Care Specialist.

You'll collaborate with others to provide accurate returns, identify tax savings opportunities, and grow your tax knowledge through ongoing training and client-focused service.