Seasonal Tax Associate — Client Advice & Returns

H&R Block; Elkton (MD); On-site; USD 20,000 - 25,000; Full time

Job summary

H&R Block, a leading tax services firm, is seeking a seasonal Tax Associate to work in-person at a local office. You’ll meet with clients to gather information, understand their tax situation, and prepare complete tax returns with training and support from experienced teammates.

You’ll explain tax information clearly, identify savings opportunities, and build strong client relationships while supporting office priorities through teamwork and a client-first approach.

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 including 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

Communication

Customer service

Problem solving

Digital tools

Explain tax information

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or finance

Tools

Copilot

ChatGPT

Job description

H&R Block, a leading tax services firm, is seeking a seasonal Tax Associate to work in-person at a local office. You’ll meet with clients to gather information, understand their tax situation, and prepare complete tax returns with training and support from experienced teammates.

You’ll explain tax information clearly, identify savings opportunities, and build strong client relationships while supporting office priorities through teamwork and a client-first approach.