Seasonal Tax Associate: Client-Facing, In-Person

H&R Block; Clinton (TN); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll meet with clients to gather information, prepare tax returns with training from experienced teammates, and explain tax implications in simple terms.

The role emphasizes identifying savings opportunities and helping clients with recommendations. No prior tax experience is required as on-the-job training is provided; you’ll earn a competitive hourly rate and grow your tax knowledge and client-service

Qualifications

• Successful completion of the H&R Block Income Tax Course
• Experience interacting with customers in a service environment
• Strong communication skills and ability to explain information clearly
• Problem-solving abilities and organizing information to identify solutions
• Comfort using digital tools and AI-based tools like Copilot and ChatGPT
• High school diploma/GED or 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 clients can understand
• Identify tax savings opportunities and recommend relevant products and services
• Address questions or unique situations with guidance and available resources
• Build strong client relationships and support office priorities through teamwork and client-first approach

Skills

Customer service experience

Communication skills

Problem-solving

AI tools Copilot

Explain tax information clearly

Education

High School Diploma or GED

Bachelor’s degree (preferred in related fields)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll meet with clients to gather information, prepare tax returns with training from experienced teammates, and explain tax implications in simple terms.

The role emphasizes identifying savings opportunities and helping clients with recommendations. No prior tax experience is required as on-the-job training is provided; you’ll earn a competitive hourly rate and grow your tax knowledge and client-service