Tax Associate: Client‑Focused Tax Advisor (In‑Person)

H&R Block, Inc.; La Grange (TX); On-site; USD 48,000 - 62,000; Full time

Job summary

H&R Block in Texas is hiring a Tax Associate for hands-on, apprenticeship-style training. You’ll review each client’s tax situation, offer clear advice, and build trust with guidance and advanced technology.

This in-person role partners with a Client Care Specialist, emphasizes open questions, active listening, and identifying tax savings opportunities while growing expertise through ongoing training.

Qualifications

• Must have completed the HR Block Income Tax Course.
• Experience interacting with customers in a service environment.
• Strong communication skills and ability to ask questions to understand needs.
• Proficient in problem solving and organizing information.
• Comfort using digital tools and AI-based tools.
• High school diploma or GED or equivalent.

Responsibilities

• Review each client's tax situation and provide clear advice.
• Use advanced technology to prepare returns and ensure accuracy.
• Ask open-ended questions and listen to client needs.
• Suggest relevant products and services based on client needs.
• Collaborate with teammates to support a great client experience.

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

Tools

Copilot

ChatGPT

Job description

H&R Block in Texas is hiring a Tax Associate for hands-on, apprenticeship-style training. You’ll review each client’s tax situation, offer clear advice, and build trust with guidance and advanced technology.

This in-person role partners with a Client Care Specialist, emphasizes open questions, active listening, and identifying tax savings opportunities while growing expertise through ongoing training.