Tax Associate - In-Person Client Advisor & Training

H&R Block, Inc.

Elgin (TX)

On-site

USD 42,000 - 68,000

Full time

14 days+

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Job summary

H&R Block is seeking a Tax Associate in‑person in the United States to review clients' tax situations, offer clear advice, and build trust. You will work with a Client Care Specialist and leverage advanced technology to prepare returns while emphasizing accuracy and personalized guidance.

The role emphasizes learning through hands-on training, ongoing development, and a client-first mindset to help communities with tax needs.

Qualifications

Experience in a service-oriented environment and strong interpersonal skills
Completion of the H&R Block Income Tax Course or Tax Knowledge Assessment
Ability to explain information clearly and ask clarifying questions
Comfort using digital tools and AI-based tools like Copilot and ChatGPT
High school diploma or equivalent required

Responsibilities

Partner with a Client Care Specialist to gather client information and focus on reviewing each client's tax situation
Use advanced technology to prepare returns while ensuring accuracy and providing personalized advice
Ask open-ended questions and listen actively to understand client needs and identify tax savings opportunities
Suggest relevant products and services based on client needs and situations
Apply problem-solving skills to analyze client information and address questions with guidance
Continue training to grow tax knowledge and client service capabilities
Build client relationships and support office goals through teamwork and a client-first approach