Tax Associate - RA

H&R Block•Georgetown, TX

1d•Onsite

About The Position

As a Tax Associate at H&R Block, you’ll begin a career in tax and client service through a hands-on, apprenticeship-style experience. You’ll build your skills with training, guidance, and coaching as you grow. With support from advanced technology and a Client Care Specialist, you’ll focus on reviewing each client’s tax situation, offering clear advice, and building trust. This role is in-person and not remote. A dedicated Client Care Specialist gathers client information so you can focus on reviewing each client’s tax situation and delivering a great experience. You’ll use H&R Block’s technology to prepare returns, review results for accuracy, and provide personalized advice. You’ll continue developing your tax knowledge through training while contributing to office goals through teamwork and a client-first approach.

Requirements

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.
Comfort using digital tools and systems, as well as AI-based tools such as Copilot and ChatGPT.
High school diploma, GED, or equivalent.

Nice To Haves

Bachelor’s 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 using client discovery skills to understand needs and recommend solutions.
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.

Responsibilities

Review clients’ tax situations and provide clear, personalized advice.
Use H&R Block technology to prepare tax returns, review results, and ensure accuracy.
Ask open-ended questions and use active listening to understand client needs and identify tax savings opportunities.
Recommend relevant products and services based on clients’ needs, questions, and situations.
Analyze client information and address questions using problem-solving skills, guidance, and available resources.
Build tax knowledge through ongoing training.
Build client relationships and support office goals through teamwork, collaboration, and a client-first approach.