Tax Associate — In-Office Client Advisor

H&R Block, Inc.; Taylor (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

H&R Block, Inc. is hiring a Tax Associate in Taylor, Texas. In this in-person role, you will review each client's tax situation, provide clear advice, and build trust with clients under guidance and coaching.

You will work with a Client Care Specialist to gather information, then leverage advanced technology to prepare returns and review results for accuracy. The position emphasizes client service, ongoing training, and a client-first approach.

Qualifications

• Experience in service-oriented environment
• Strong communication, including explaining information clearly

Responsibilities

• Partner with Client Care Specialist to review client tax situations
• Leverage advanced technology to prepare returns while ensuring accuracy
• Ask open-ended questions and listen to identify tax savings opportunities
• Recommend relevant products and services based on client needs
• Apply problem-solving skills with guidance and resources
• Grow tax knowledge through ongoing training
• Build client relationships and support office goals through teamwork

Skills

Customer service

Clear communication

Active listening

Problem solving

Digital tools (AI)

Education

HS diploma or GED

Bachelor's degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is hiring a Tax Associate in Taylor, Texas. In this in-person role, you will review each client's tax situation, provide clear advice, and build trust with clients under guidance and coaching.

You will work with a Client Care Specialist to gather information, then leverage advanced technology to prepare returns and review results for accuracy. The position emphasizes client service, ongoing training, and a client-first approach.