Tax Associate — In-Office, Client-Focused Growth

H&R Block; Georgetown (TX); On-site; USD 32,000 - 52,000; Full time

Job summary

H&R Block is seeking an in-person Tax Associate to start a career in tax and client service. You will grow through hands-on coaching, guided by advanced technology and a Client Care Specialist who helps gather client information.

You will review each client’s tax situation, provide clear advice, and build trust through a client-first approach. Training continues to deepen tax knowledge and client service skills.

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent tax training.
• Experience interacting with customers in a service-oriented setting.
• Strong communication and ability to explain information clearly.
• Problem-solving skills to organize information and find solutions.
• Comfort with digital tools and AI-based assistance.

Responsibilities

• Review each client’s tax situation and provide clear advice.
• Leverage technology to prepare returns and ensure accuracy.
• Ask open-ended questions to understand client needs.
• Recommend relevant products and services based on client needs.
• Build client relationships through teamwork and trusted service.

Skills

Customer service

Communication

Problem solving

AI tools

Digital tools

Education

High School Diploma/GED

Income Tax Course

Bachelor's degree (accounting/finance)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking an in-person Tax Associate to start a career in tax and client service. You will grow through hands-on coaching, guided by advanced technology and a Client Care Specialist who helps gather client information.

You will review each client’s tax situation, provide clear advice, and build trust through a client-first approach. Training continues to deepen tax knowledge and client service skills.