In-Person Seasonal Tax Associate: Learn, Earn & Help Clients

H&R Block; Wellington (FL); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate in Florida to start a career in tax and client services. No prior tax experience required; training and support are provided from day one.

You’ll work in-person with clients to gather information, prepare tax returns, and answer questions while building valuable skills and relationships. Meet with clients, identify tax savings opportunities, and explain information clearly.

Qualifications

• Complete the H&R Block Income Tax Course.
• Experience interacting with customers in a service-oriented environment.
• Strong communication and ability to explain information clearly.
• Problem-solving and ability to organize information.
• Comfort using digital tools and AI-based tools like Copilot and ChatGPT.
• High school diploma / GED or 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 in a way clients can easily understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach.

Skills

Communication skills

Customer service

Problem solving

Digital tools

Education

High school diploma / GED

H&R Block Income Tax Course

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate in Florida to start a career in tax and client services. No prior tax experience required; training and support are provided from day one.

You’ll work in-person with clients to gather information, prepare tax returns, and answer questions while building valuable skills and relationships. Meet with clients, identify tax savings opportunities, and explain information clearly.