Tax Associate: In-Person Client Advisor

H&R Block, Inc.; La Grange (TX); On-site; USD 30,000 - 39,000; Part time

Job summary

H&R Block, Inc. in the United States is seeking a Tax Associate for an in-person role. You will review each client's tax situation, provide clear guidance, and build trust with a focus on service excellence.

You will work with a Client Care Specialist and advanced technology to prepare returns and offer personalized advice. Training and coaching support your growth as you expand your tax knowledge, develop client relationships, and contribute to office goals through teamwork and a client-first

Qualifications

• Completed H&R Block Income Tax Course
• Experience in service environment
• Strong communication skills and ability to explain information clearly
• Problem-solving and organizing information
• Comfort using digital tools and AI-based tools
• High school diploma or GED or equivalent

Responsibilities

• Partner with Client Care Specialist to gather client information, enabling you to review each client's tax situation
• Use advanced technology to prepare returns while focusing on accuracy and personalized advice
• Ask open-ended questions and listen effectively to understand client needs and identify tax savings opportunities
• Recommend relevant products and services based on client needs and situations
• Apply problem‑solving skills to analyze client information with guidance
• Continue training to grow confidence and ability to serve clients
• Build strong client relationships and support office goals through teamwork and a client-first approach

Skills

Client service

Communication

Listening

Problem-solving

Digital tools & AI tools

Education

High school diploma

H&R Block Income Tax Course

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. in the United States is seeking a Tax Associate for an in-person role. You will review each client's tax situation, provide clear guidance, and build trust with a focus on service excellence.

You will work with a Client Care Specialist and advanced technology to prepare returns and offer personalized advice. Training and coaching support your growth as you expand your tax knowledge, develop client relationships, and contribute to office goals through teamwork and a client-first