Tax Associate: Hands-On Client Tax Advisor

H&R Block; Kingsland (TX); On-site; USD 45,000 - 60,000; Part time

Job summary

H&R Block in the United States is seeking a Tax Associate for hands-on apprenticeship-style training. You’ll review clients’ tax situations with guidance, using advanced technology and a Client Care Specialist to ensure accuracy and a great experience.

You’ll learn through ongoing training, ask open-ended questions, propose tax-saving opportunities, and build trusted relationships with clients while supporting office goals in a collaborative, client-first environment.

Qualifications

• Completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service-oriented environment.
• Strong communication and problem-solving abilities with digital tools.
• High school diploma or GED.

Responsibilities

• Review client tax situations and provide clear advice.
• Leverage technology to prepare returns with accuracy.
• Ask open-ended questions and listen to understand client needs.
• Suggest relevant products and services based on client needs.
• Collaborate with team to build client relationships and meet office goals.

Skills

Communication skills

Problem-solving

Active listening

Digital tools proficiency

Customer service

Education

Bachelor's degree in accounting or finance

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

H&R Block in the United States is seeking a Tax Associate for hands-on apprenticeship-style training. You’ll review clients’ tax situations with guidance, using advanced technology and a Client Care Specialist to ensure accuracy and a great experience.

You’ll learn through ongoing training, ask open-ended questions, propose tax-saving opportunities, and build trusted relationships with clients while supporting office goals in a collaborative, client-first environment.