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Tax Associate

HR Block

SARATOGA SPRINGS, NYSeasonalSeen todaySeen in employer's feed today

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At a glance

Compensation
No compensation found
Location
SARATOGA SPRINGS, NY
Schedule
Seasonal
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

H&R Block Income Tax Course Or Tax Knowledge Assessment

Job overview

As a seasonal Tax Associate at H&R Block, you’ll work in person with clients to gather tax information, prepare returns, and answer questions. The role includes training and support, and no prior tax experience is required. Associates explain tax information, identify potential savings, and recommend relevant products and services while building client relationships and supporting office priorities.

Skills & qualifications

RequiredNice to have

Skills

Customer InteractionCommunicationProblem SolvingDigital ToolsClient-Facing ServiceConsultative SellingNeeds-Based Recommendations

Qualifications

H&R Block Income Tax Course or Tax Knowledge AssessmentHigh School Diploma or EquivalentBachelor's in Accounting, Finance, or Related Field

Benefits

Medical Insurance

Full job description

About the RoleAs a seasonal Tax Associate at H&R Block, youll begin a career in tax and client servicesno prior tax experience required. With training and support from day one, youll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. Youll earn a competitive hourly rate, with opportunities to increase your earnings as you build tax knowledge and grow in the role. This role is in-person at a local H&R Block tax office. * 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 approachRequired Qualifications * Successful completion of the H&R Block Income Tax Course1 * 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 included AI based tools like Copilot and ChatGPT * High school diploma / GED/ equivalent Preferred Qualifications * Bachelors degree in accounting, finance, or a related field * Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services * Experience asking questions and recommending solutions based on customer needs * Ability to work 1535 hours per week, with availability up to 40 hours during peak periods * Availability to work evenings and weekends during tax seasonWhy work for usAt H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, weve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

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