Tax Associate

Job Description

Tax Associate | H&R Block

The Tone:
This is a seasonal in-person Tax Associate role at H&R Block, located in Hagerstown, MD. H&R Block has proudly led the tax industry for over 70 years, operating with a clear purpose: to provide help and inspire confidence in clients and communities everywhere. Through its Block Next strategy, the company continuously evolves by blending human expertise with digital innovation. This role is a foundational step in a career in tax and client services, offering training and support from day one. You will directly contribute to this mission by preparing accurate tax returns, building strong client relationships, and applying problem-solving skills to serve clients effectively.

The TL;DR
• Role: Early Career
• Type: Seasonal
• Location: In-person Hagerstown, MD
• Mission: Prepare complete and accurate tax returns and build strong client relationships by understanding client tax situations and providing clear explanations and recommendations.
• Tech Stack: Digital tools and systems, AI based tools like Copilot and ChatGPT

What You’ll Actually Do
• Client Interaction: Meet with clients to gather comprehensive information and understand their individual tax situation.
• Tax Preparation: Prepare complete and accurate tax returns, utilizing provided training and support from experienced teammates.
• Client Education: Explain complex tax information clearly and provide recommendations in a manner 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, addressing questions or unique situations with guidance and available resources.

The Must-Haves
• Background: Entry-Level position, with no prior tax experience required. Candidates must possess a high school diploma / GED/ equivalent and successfully complete the H&R Block Income Tax Course.
• Experience: Required experience includes interacting with customers or clients within a service-oriented environment.
• Skills: Strong communication skills are essential, specifically the ability to explain information clearly and ask insightful questions to understand client needs. Problem-solving skills are also critical, involving organizing information effectively and identifying appropriate solutions. Additionally, comfort and proficiency in using various digital tools and systems, including AI-based tools like Copilot and ChatGPT, are necessary.
• Bonus: Preferred qualifications include 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) is also a plus, particularly experience asking questions and recommending solutions based on customer needs. The ability to work 15–35 hours per week, with availability up to 40 hours during peak periods, including evenings and weekends during tax season, is also preferred.