Tax Associate: Hands-on Training & Client Impact

H&R Block, Inc.; Lakeway (TX); On-site; USD 28,000 - 41,000; Part time

Job summary

H&R Block, Inc. in Austin, TX, is seeking a Tax Associate to start a hands-on, apprenticeship‑style career in tax and client service. You’ll learn with training, guidance, and coaching while leveraging advanced technology and a Client Care Specialist to review each client’s tax situation.

This in-person role emphasizes clear explanations, building trust, and delivering a great client experience. You’ll join a collaborative team, participate in ongoing training, and contribute to office goals

Qualifications

• Successful completion of the HR Block Income Tax Course
• 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 systems as well as AI-based tools such as Copilot and ChatGPT
• High school diploma / GED / equivalent

Responsibilities

• Partner with a dedicated Client Care Specialist who gathers client information, allowing you to focus on reviewing each client's tax situation and delivering a great experience
• Leverage HR Block's advanced technology to prepare returns while you focus on reviewing results, ensuring accuracy, and providing personalized advice
• Use open-ended questions and active listening to understand client needs and identify tax savings opportunities
• Recommend relevant products and services based on client needs, questions, and unique situations
• Apply problem-solving skills to analyze client information and address questions with guidance and resources
• Continue building tax knowledge through ongoing training to grow your confidence and ability to serve clients effectively
• Build strong client relationships and support office goals through teamwork, collaboration, and a client‑first approach

Skills

Tax Course

Customer service

Communication

Problem solving

AI tools

Education

High school diploma

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. in Austin, TX, is seeking a Tax Associate to start a hands-on, apprenticeship‑style career in tax and client service. You’ll learn with training, guidance, and coaching while leveraging advanced technology and a Client Care Specialist to review each client’s tax situation.

This in-person role emphasizes clear explanations, building trust, and delivering a great client experience. You’ll join a collaborative team, participate in ongoing training, and contribute to office goals