Seasonal Tax Associate - Client-Driven Tax Prep

H&R Block; Holt (MI); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block in Michigan is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. You will explain tax concepts clearly and identify potential savings while building strong client relationships at a local tax office.

This role offers an hourly wage with opportunities to increase earnings as tax knowledge grows, and requires availability for peak periods and evenings/weekends during tax season.

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 skills

Problem-solving

Customer service experience

Digital tools (Copilot/ChatGPT)

Education

High school diploma or GED

Bachelor's degree (preferred) in accounting/finance/related field

Tools

Copilot

ChatGPT

Job description

H&R Block in Michigan is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. You will explain tax concepts clearly and identify potential savings while building strong client relationships at a local tax office.

This role offers an hourly wage with opportunities to increase earnings as tax knowledge grows, and requires availability for peak periods and evenings/weekends during tax season.