Tax Associate: In-Person Role with Training & Growth

H&R Block, Inc.; Pflugerville (TX); On-site; USD 35,000 - 55,000; Part time

Job summary

H&R Block, Inc. is seeking a Tax Associate to join our in-person team in a hands-on, apprenticeship-style environment.

You’ll review clients’ tax situations, deliver clear advice, and build trust with support from advanced technology and a Client Care Specialist. You’ll engage with clients through open-ended questions and active listening, helping identify tax savings opportunities while expanding your tax knowledge through ongoing training.

Qualifications

• Completion of the H&R Block Income Tax Course
• 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 dedicated Client Care Specialist who gathers client information, allowing you to focus on reviewing each client’s tax situation and delivering a great experience
• Leverage H&R Block's advanced technology to prepare returns while you focus on reviewing results, ensuring accuracy, and providing 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, questions, and unique situations
• Apply problem-solving skills to analyze client information and address questions with guidance and resources
• Continue building tax knowledge through ongoing training to grow your confidence and ability to serve clients effectively
• Build strong client relationships and support office goals through teamwork, collaboration, and a client-first approach

Skills

Customer service experience

Communication skills

Problem solving

Active listening

Digital tools proficiency

Education

High school diploma or GED

Bachelor's degree in accounting or related field

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Tax Associate to join our in-person team in a hands-on, apprenticeship-style environment.

You’ll review clients’ tax situations, deliver clear advice, and build trust with support from advanced technology and a Client Care Specialist. You’ll engage with clients through open-ended questions and active listening, helping identify tax savings opportunities while expanding your tax knowledge through ongoing training.