Tax Associate - Client-Focused & Training-Driven (In-Person)

H&R Block, Inc.

Dripping Springs (TX)

On-site

USD 25,000 - 39,000

Part time

14 days+

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Job summary

H&R Block in the United States is seeking a Tax Associate for an apprenticeship-style, in-person role. You’ll review clients’ tax situations, provide clear guidance, and build trust with each interaction, supported by advanced technology and a Client Care Specialist.

You’ll ask open questions, listen actively, identify tax savings opportunities, and recommend relevant products and services. Ongoing training and teamwork will help you grow confidence and deliver excellent client experiences

Qualifications

  • Completed H&R Block Income Tax Course or Tax Knowledge Assessment.
  • Experience interacting with customers in a service environment.
  • Strong communication and needs-discovery skills.
  • Problem-solving with information organization.
  • Familiar with digital tools and AI-based tools.
  • High school diploma or GED.

Responsibilities

  • Partner with Client Care Specialist to review each client’s tax situation.
  • Use technology to prepare returns while reviewing results and providing advice.
  • Ask open questions and listen to understand client needs and savings opportunities.
  • Recommend relevant products and services based on client needs.
  • Apply problem-solving skills with guidance and resources.
  • Continue tax knowledge through ongoing training and growth.
  • Build client relationships through teamwork and a client-first approach.

Skills

Client service
Communication
Active listening
Questioning
Problem solving
Digital tools
AI tools (Copilot/ChatGPT)

Education

High school diploma
Bachelor's degree in accounting/finance

Tools

Copilot
ChatGPT

Job description

H&R Block in the United States is seeking a Tax Associate for an apprenticeship-style, in-person role. You’ll review clients’ tax situations, provide clear guidance, and build trust with each interaction, supported by advanced technology and a Client Care Specialist.

You’ll ask open questions, listen actively, identify tax savings opportunities, and recommend relevant products and services. Ongoing training and teamwork will help you grow confidence and deliver excellent client experiences

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