Tax Associate — Client‑Focused, In‑Person Training

H&R Block, Inc.; Marble Falls (TX); On-site; USD 32,000 - 52,000; Part time

Job summary

H&R Block is hiring a Tax Associate for an in-person role focused on reviewing client tax situations and delivering expert guidance with the support of advanced technology and a dedicated Client Care Specialist.

You will develop tax knowledge through ongoing training, help clients understand tax savings opportunities, and build lasting relationships in a collaborative office environment.

Qualifications

• Successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
• Experience in a service-oriented environment handling customers/clients.
• Strong communication skills, including explaining information clearly and asking questions to understand needs.
• Problem-solving skills involving organizing information and identifying solutions.
• Comfort using digital tools and systems as well as AI-based tools like Copilot and ChatGPT.
• High school diploma or GED or equivalent.

Responsibilities

• Partner with a Client Care Specialist who gathers client information to review each client’s tax situation.
• Use advanced technology to prepare returns while reviewing results for accuracy.
• 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 building tax knowledge through ongoing training to improve client service.
• Build strong client relationships and contribute to office goals through teamwork and a client-first approach.

Skills

Customer service

Communication

Problem-solving

Active listening

AI tools familiarity

Education

High school diploma / GED / equivalent

Bachelor's degree in accounting/finance or related field

Job description

H&R Block is hiring a Tax Associate for an in-person role focused on reviewing client tax situations and delivering expert guidance with the support of advanced technology and a dedicated Client Care Specialist.

You will develop tax knowledge through ongoing training, help clients understand tax savings opportunities, and build lasting relationships in a collaborative office environment.