Tax Associate: Learn Tax, Build Client Relationships

H&R Block; Titusville (Crawford County); On-site; USD 21,000 - 34,000; Full time

Benefits offered by this job

Competitive pay

Job summary

H&R Block is hiring a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, prepare returns, and answer questions while building client relationships. No prior tax experience is required as training is provided.

The role emphasizes customer service, problem solving, and the use of digital tools. Availability for peak periods and evenings/weekends is expected, with an emphasis on accuracy and communication.

Qualifications

• High school diploma or GED required.
• H&R Block Income Tax Course completed or enrolled.
• Experience in a service-oriented environment.
• Strong communication and problem-solving skills.
• Comfort using digital tools, including AI-based tools like Copilot and ChatGPT.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support.
• Explain tax information clearly and provide recommendations to clients.
• Identify tax savings opportunities and recommend products/services.
• Address questions and unique situations with guidance and resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service experience

Strong communication

Problem solving

Tech-savvy (AI tools)

Team collaboration

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, prepare returns, and answer questions while building client relationships. No prior tax experience is required as training is provided.

The role emphasizes customer service, problem solving, and the use of digital tools. Availability for peak periods and evenings/weekends is expected, with an emphasis on accuracy and communication.