Seasonal Tax Associate: Build Skills & Client Relationships

H&R Block, Inc.; Thibodaux (LA); On-site; USD 22,000 - 30,000; Part time

Job summary

H&R Block, Inc. is hiring a Seasonal Tax Associate to help gather client information, prepare tax returns, and respond to questions with training and support.

You will work in-person at a local H&R Block tax office, meeting clients and delivering clear tax guidance. No prior tax experience is required; the role emphasizes learning, customer service, and teamwork with opportunities to learn tax knowledge and increase earnings through performance.

Qualifications

• Completion of the H&R Block Income Tax Course 1.
• 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 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 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 experience

Strong communication

Problem-solving

AI tools familiarity

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is hiring a Seasonal Tax Associate to help gather client information, prepare tax returns, and respond to questions with training and support.

You will work in-person at a local H&R Block tax office, meeting clients and delivering clear tax guidance. No prior tax experience is required; the role emphasizes learning, customer service, and teamwork with opportunities to learn tax knowledge and increase earnings through performance.