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Tax Associate

HR Block

CLIFTON PARK, NYSeasonalSeen todaySeen in employer's feed today

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At a glance

Compensation
No compensation found
Location
CLIFTON PARK, NY
Schedule
Seasonal
Work Authorization
Not specified

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Job overview

The seasonal Tax Associate works in person at a local H&R Block tax office, meeting with clients, gathering tax information, preparing returns, and answering questions. The role includes training and support, with opportunities to build tax knowledge and client relationships. Associates also explain tax information, identify potential savings, recommend relevant products and services, and contribute to office priorities through teamwork.

Skills & qualifications

RequiredNice to have

Skills

Customer ServiceCommunicationProblem SolvingDigital ToolsAI ToolsClient-Facing ServiceConsultative ServiceNeeds-Based Recommendations

Qualifications

Income Tax Course CompletionHigh 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.

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