Tax Associate

Job Description

Tax Associate | H&R Block

The Tone:
This is a seasonal role at H&R Block, located in AKRON OH at a local tax office. For over 70 years, H&R Block has been a leader in the tax industry, evolving its Block Next strategy by blending human expertise with digital innovation. This role is crucial for inspiring client confidence, allowing individuals to begin a career in tax and client services without prior experience. You will directly work with clients, preparing returns and answering questions, while building valuable skills and making a meaningful impact.

The TL;DR
• Role: Early Career
• Type: Seasonal
• Location: In-person AKRON OH

• Mission: To gather information, prepare accurate tax returns, and answer client questions while building strong client relationships and identifying tax savings opportunities.
• Tech Stack: Copilot, ChatGPT, digital tools and systems

What You’ll Actually Do
• Client Interaction: Meet with clients to gather information and understand their tax situation.
• Tax Preparation: Prepare complete and accurate tax returns with training and support from experienced teammates.
• Client Education: Explain tax information clearly and provide recommendations in a way clients can easily understand.
• Opportunity Identification: Identify tax savings opportunities and recommend relevant products and services.
• Problem Solving & Relationships: Apply problem-solving skills to analyze client information and address unique situations, while building strong client relationships and supporting office priorities.

The Must-Haves
• Background: Entry-Level. Successful completion of the H&R Block Income Tax Course and a high school diploma / GED/ equivalent.
• Experience: Interacting with customers or clients in a service-oriented environment.
• Skills: Strong communication skills, problem-solving skills (including organizing information and identifying solutions), and comfort using digital tools and systems, including AI-based tools like Copilot and ChatGPT.
• Bonus: A 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 asking questions and recommending solutions based on customer needs; and availability to work 15–35 hours per week, with up to 40 hours during peak periods, including evenings and weekends during tax season.