In-Person Seasonal Tax Associate — Client-Focused Training

H&R Block; Excelsior Springs (MO); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients to collect information, prepare tax returns, and answer questions with support from experienced teammates. Training provided, with opportunities to increase earnings as tax knowledge grows.

You’ll earn a competitive hourly rate, and the role emphasizes client relationships, teamwork, and a client-first mindset throughout the busy tax season.

Qualifications

• Successful completion of the H&R Block Income Tax Course
• Experience interacting with customers in a service environment
• Strong communication skills, including explaining information clearly
• Problem-solving skills, including organizing information and identifying solutions
• Comfort using digital tools and systems including AI-based tools like Copilot and ChatGPT
• High school diploma / GED / equivalent

Responsibilities

• 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 so clients understand
• Identify tax savings opportunities and recommend relevant products and services
• Analyze client information and address questions with guidance and resources
• Build strong client relationships and support office priorities through teamwork and a client-first approach

Skills

Customer service

Communication

Problem solving

AI tools literacy

Education

High school diploma / GED / equivalent

Bachelor’s degree (preferred)

Job description

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients to collect information, prepare tax returns, and answer questions with support from experienced teammates. Training provided, with opportunities to increase earnings as tax knowledge grows.

You’ll earn a competitive hourly rate, and the role emphasizes client relationships, teamwork, and a client-first mindset throughout the busy tax season.