Tax Associate — Client-First Tax Prep Apprentice

H&R Block, Inc.; Georgetown (TX); On-site; USD 32,000 - 52,000; Full time

Job summary

H&R Block, Inc. is seeking a Tax Associate in Texas (Georgetown area) for a hands-on apprenticeship in tax and client service with training and coaching as you grow. You’ll review each client’s tax situation, provide clear advice, and build trust using advanced technology and a Client Care Specialist.

The role is in-person, not remote, emphasizing client-first service, ongoing learning, and strong teamwork to meet office goals.

Qualifications

• Successful completion of the H&R 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 H&R 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

Customer service experience

Communication skills

Problem-solving

Digital tools & AI familiarity

Education

High school diploma / GED / equivalent

Bachelor's degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Tax Associate in Texas (Georgetown area) for a hands-on apprenticeship in tax and client service with training and coaching as you grow. You’ll review each client’s tax situation, provide clear advice, and build trust using advanced technology and a Client Care Specialist.

The role is in-person, not remote, emphasizing client-first service, ongoing learning, and strong teamwork to meet office goals.