Tax Associate - In-Person, Client-Focused with Training

H&R Block, Inc.; Leander (TX); On-site; USD 42,000 - 54,000; Part time

Job summary

H&R Block in Leander, TX is seeking a Tax Associate for an in-person, apprenticeship-style role. You’ll review client tax situations, provide clear advice, and build trust with clients using advanced technology under guidance from a Client Care Specialist.

The role emphasizes client service, learning through ongoing training, and collaboration to meet office goals. Hours: 15–35 per week, with peak-season upticks; evenings/weekends possible.

Qualifications

• 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.

Responsibilities

• Review client tax situations and provide clear, informed advice.
• Collaborate with Client Care Specialist to gather client information.
• Prepare returns using advanced technology while ensuring accuracy.
• Ask open-ended questions to identify tax savings opportunities.
• Suggest products and services based on client needs and situations.
• Participate in ongoing training to grow tax knowledge and client service skills.

Skills

Customer service

Communication

Problem solving

Active listening

Digital tools (AI)

Education

High school diploma / GED

Bachelor's degree (accounting/finance/related)

Tools

Copilot

ChatGPT

Job description

H&R Block in Leander, TX is seeking a Tax Associate for an in-person, apprenticeship-style role. You’ll review client tax situations, provide clear advice, and build trust with clients using advanced technology under guidance from a Client Care Specialist.

The role emphasizes client service, learning through ongoing training, and collaboration to meet office goals. Hours: 15–35 per week, with peak-season upticks; evenings/weekends possible.