Tax Associate: Start a Client-Focused, Tech-Driven Career

H&R Block, Inc.; San Marcos (TX); On-site; USD 40,000 - 54,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Job summary

H&R Block, Inc. in Texas is seeking a Tax Associate to begin a career in tax and client service through hands-on apprenticeship. You'll build skills with coaching and advanced technology while reviewing client tax situations and offering clear advice.

This in-person role emphasizes client service, collaboration with a Client Care Specialist, and ongoing training to grow your confidence and ability to serve clients effectively. Availability for peak periods and weekends is required.

Qualifications

• Completed the H&R Block Income Tax Course.
• Experience in a service-oriented environment.
• Strong communication skills and ability to explain complex information.
• Proficient with digital tools and AI-based systems.

Responsibilities

• Review each client's tax situation and offer clear, personalized advice.
• Use advanced technology to prepare returns while ensuring accuracy.
• Ask open-ended questions to understand needs and savings opportunities.
• Recommend relevant products and services based on client needs.
• Collaborate with Client Care Specialists to gather information for the return.
• Ongoing training to grow tax knowledge and confidence.
• Build strong client relationships and support office goals.

Skills

Customer service

Communication

Problem solving

Active listening

Digital literacy

Education

High school diploma or GED

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. in Texas is seeking a Tax Associate to begin a career in tax and client service through hands-on apprenticeship. You'll build skills with coaching and advanced technology while reviewing client tax situations and offering clear advice.

This in-person role emphasizes client service, collaboration with a Client Care Specialist, and ongoing training to grow your confidence and ability to serve clients effectively. Availability for peak periods and weekends is required.