Seasonal Tax Associate: Build Client Relationships

H&R Block; High Ridge (MO); On-site; USD 25,000 - 34,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. No prior tax experience required; you’ll meet with clients, gather information, and prepare tax returns with training from experienced teammates.

You’ll learn to explain tax information clearly, identify savings opportunities, and build strong client relationships through teamwork and a client-first approach.

Qualifications

• Completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service environment.
• Strong communication skills, including explaining information clearly and asking questions to understand needs.
• Comfort using digital tools and systems including AI-based tools like Copilot and ChatGPT.

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 clients can understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service experience

Communication skills

Problem solving

Digital tools familiarity

Questioning to understand needs

Education

High school diploma or GED

Bachelor's degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. No prior tax experience required; you’ll meet with clients, gather information, and prepare tax returns with training from experienced teammates.

You’ll learn to explain tax information clearly, identify savings opportunities, and build strong client relationships through teamwork and a client-first approach.