Seasonal Tax Associate: Client-Facing Returns & Savings

H&R Block; Warrior (AL); On-site; USD 22,000 - 36,000; Part time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Career development

Job summary

H&R Block in Alabama is seeking a seasonal Tax Associate to work directly with clients, gather information, and prepare tax returns with training from experienced teammates.

You'll learn tax fundamentals on day one, with an emphasis on explaining tax concepts clearly, spotting savings opportunities, and delivering excellent client service in a retail tax office setting. This in-person role offers an hourly wage with peak-season hours up to 40 per week.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience in customer-facing or service-oriented environment.
• Strong communication and ability to ask questions to understand needs.
• Problem-solving skills and information organization.
• Comfort using AI-based tools like Copilot and ChatGPT.
• High school diploma or GED.

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 the client can understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to address questions with guidance and resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service experience

Clear communication

Problem solving

Digital tools familiarity

Education

High School diploma / GED

Bachelor’s degree in accounting, finance, or related field

Tools

AI tools (Copilot/ChatGPT)

Job description

H&R Block in Alabama is seeking a seasonal Tax Associate to work directly with clients, gather information, and prepare tax returns with training from experienced teammates.

You'll learn tax fundamentals on day one, with an emphasis on explaining tax concepts clearly, spotting savings opportunities, and delivering excellent client service in a retail tax office setting. This in-person role offers an hourly wage with peak-season hours up to 40 per week.