Seasonal Tax Associate — Client-Centric, Training-Driven

H&R Block, Inc.; Gray (TN); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. Training is provided from day one, and you can grow earnings as you build tax knowledge.

The role emphasizes client service, clear communication, and identifying tax-saving opportunities. Availability during peak periods may extend hours, including evenings and weekends.

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.
• 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 experience

Communication

Problem solving

Education

High school diploma or equivalent

H&R Block Income Tax Course 1

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. Training is provided from day one, and you can grow earnings as you build tax knowledge.

The role emphasizes client service, clear communication, and identifying tax-saving opportunities. Availability during peak periods may extend hours, including evenings and weekends.