Tax Associate

Job Description

Tax Associate | H&R Block

The Tone:
This is a seasonal role at H&R Block, located in Akron, OH. H&R Block has led the tax industry for over 70 years, evolving through their Block Next strategy which blends human expertise with digital innovation. This role is crucial for assisting clients with tax preparation, building strong relationships, and providing accessible tax services to the community, helping to inspire confidence in their financial lives.

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

• Mission: Solve clients’ tax preparation needs by ensuring accurate returns and providing clear, understandable tax solutions.
• Tech Stack: Digital tools and systems, AI based tools like Copilot and ChatGPT

What You’ll Actually Do
• Client Engagement: Meet with clients to gather necessary information and understand their specific tax situation.
• Tax Preparation: Prepare complete and accurate tax returns, utilizing training and support from experienced teammates.
• Information Explanation: Explain complex tax information clearly and provide recommendations in a way clients can easily understand.
• Opportunity Identification: Identify potential tax savings opportunities for clients and recommend relevant products and services.
• Problem Solving: Apply problem-solving skills to analyze client information and address unique questions or situations with available guidance and resources.
• Relationship Building: Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach.

The Must-Haves
• Background: Entry-Level. High school diploma / GED/ equivalent. Successful completion of the H&R Block Income Tax Course.
• Experience: Experience interacting with customers or clients in a service-oriented environment.
• Skills: 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.
• Bonus: 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; 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.