Seasonal Tax Associate: Build Skills & Client Trust

H&R Block; Hardin (MT); On-site; USD 21,000 - 30,000; Part time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Training and support

Job summary

HR Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare complete tax returns with training and ongoing support from experienced teammates.

You’ll explain tax information clearly, identify savings opportunities, and address client questions with guidance. This role emphasizes client relationships, teamwork, and a client-first approach during tax season.

Qualifications

• Experience interacting with customers in a service environment
• Strong communication and active listening to understand client needs
• Problem-solving with organizing information and finding solutions
• Comfort using digital tools including AI-based systems
• High school diploma or equivalent required

Responsibilities

• Meet with clients to gather information and understand their tax situation
• Prepare complete and accurate tax returns with training and support
• Explain tax information clearly and provide recommendations clients can understand
• Identify tax savings opportunities and recommend products/services
• Address questions or unique situations with guidance and resources
• Build strong client relationships and support office priorities through teamwork

Skills

Customer service

Communication

Problem solving

Digital tools (AI)

Time management

Education

High school diploma / GED

Bachelor’s degree (accounting/finance)

Tools

Copilot

ChatGPT

Job description

HR Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare complete tax returns with training and ongoing support from experienced teammates.

You’ll explain tax information clearly, identify savings opportunities, and address client questions with guidance. This role emphasizes client relationships, teamwork, and a client-first approach during tax season.