Tax Associate — In-Person, Client‑Focused Tax Apprentice

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

Job summary

H&R Block in La Grange, TX seeks a Tax Associate for an apprenticeship-style role focused on reviewing clients' tax situations and delivering clear, personalized advice in person. You will learn with guidance and coaching, supported by advanced technology and a Client Care Specialist, building trust through accurate reviews and client service.

The role emphasizes in-person client interactions, ongoing training, and the opportunity to grow tax knowledge while helping clients maximize savings and

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent training.
• 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 Client Care Specialist to gather client information and review each client's tax situation.
• Leverage advanced technology to prepare returns while reviewing results for accuracy and 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 and questions.
• Apply problem-solving skills to analyze client information with guidance and resources.
• Continue building tax knowledge through ongoing training to grow confidence and capability.
• Build strong client relationships and support office goals through teamwork and a client-first approach.

Skills

Customer service

Communication

Problem-solving

Digital tools

AI tools

Education

High school diploma / GED

Bachelor's degree (Preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block in La Grange, TX seeks a Tax Associate for an apprenticeship-style role focused on reviewing clients' tax situations and delivering clear, personalized advice in person. You will learn with guidance and coaching, supported by advanced technology and a Client Care Specialist, building trust through accurate reviews and client service.

The role emphasizes in-person client interactions, ongoing training, and the opportunity to grow tax knowledge while helping clients maximize savings and