Tax Associate

About the Role

As a seasonal Tax Associate at H&R Block, you’ll begin a career in tax and client services. With training and support from day one, you’ll work directly with clients to gather information, prepare tax returns, and answer questions.

Key Responsibilities

• Meet with clients to gather information and understand their tax situation
• Prepare complete and accurate tax returns with training and support from experienced teammates
• Explain tax information clearly and provide recommendations in a way clients can easily understand
• Identify tax savings opportunities and recommend relevant products and services
• Apply problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Requirements & Tech Stack

• High school diploma / GED / equivalent
• Comfort using digital tools and systems, including AI-based tools like Copilot and ChatGPT

Qualifications

• Successful 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

Preferred Qualifications

• Bachelor’s degree in accounting, finance, or a related field
• Experience in a client-facing or consultative role
• Experience asking questions and recommending solutions based on customer needs
• Ability to work 15–35 hours per week, with availability up to 40 hours during peak periods
• Availability to work evenings and weekends during tax season

Pay

$16.65 - $20.55/Hr.