Tax Associate: Client-Focused, In-Person Tax Career

H&R Block, Inc.; Austin (TX); On-site; USD 52,000 - 75,000; Full time

Job summary

H&R Block is seeking a Tax Associate in Austin, TX. This in‑person role focuses on reviewing client tax situations, delivering clear advice, and building trust with clients through hands‑on training and coaching.

You will work with a Client Care Specialist and leverage technology to prepare returns while ensuring accuracy and personalized guidance. Ideal candidates have completed the H&R Block Income Tax Course, strong communication, and a service mindset.

Qualifications

• Successful completion of the H&R Block Income Tax Course required.
• 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 AI-based tools such as Copilot and ChatGPT.
• High school diploma / GED / equivalent.

Responsibilities

• Partner with a Client Care Specialist to gather client information and review each client's tax situation.
• Use advanced technology to prepare returns while focusing on accuracy and personalized advice.
• Ask open-ended questions and listen to understand client needs and identify tax savings opportunities.
• Recommend relevant products and services based on client needs and situations.
• Apply problem-solving skills to analyze client information with guidance and resources.
• Continue training to grow tax knowledge and client-service ability.
• Build strong client relationships through teamwork and a client-first approach.

Skills

Customer service experience

Strong communication

Problem solving

Digital tools / AI tools familiarity

Education

High school diploma / GED / equivalent

Bachelor's degree in accounting or finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Tax Associate in Austin, TX. This in‑person role focuses on reviewing client tax situations, delivering clear advice, and building trust with clients through hands‑on training and coaching.

You will work with a Client Care Specialist and leverage technology to prepare returns while ensuring accuracy and personalized guidance. Ideal candidates have completed the H&R Block Income Tax Course, strong communication, and a service mindset.