In-Person Seasonal Tax Associate — Training & Client Impact

H&R Block; Lynden (WA); On-site; USD 19,000 - 25,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

401(k) Plan

Employee Assistance Program

Associate discount program

Business Travel Accident Insurance

Job summary

H&R Block in Washington state is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates. You will explain tax information clearly and offer recommendations while identifying potential savings opportunities.

The role is in-person at a local H&R Block tax office, with hours ranging and opportunities to grow tax knowledge and earnings during peak seasons.

Qualifications

• Successful completion of the H&R Block Income Tax Course
• Experience interacting with customers or clients in a service-oriented environment
• 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 included 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 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

Customer service

Communication

Problem-solving

Digital tools (Copilot/ChatGPT)

Education

High school diploma/GED

Tools

Copilot

ChatGPT

Job description

H&R Block in Washington state is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates. You will explain tax information clearly and offer recommendations while identifying potential savings opportunities.

The role is in-person at a local H&R Block tax office, with hours ranging and opportunities to grow tax knowledge and earnings during peak seasons.