Seasonal Tax Associate — Client-Facing & Training

H&R Block; Pearisburg (VA); On-site; USD 19,000 - 25,000; Part time

Benefits offered by this job

Medical benefits

401(k) plan

Employee Assistance Program

Fitness programs

Associate discount program

Travel accident insurance

Associate Tax Prep benefit

Job summary

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll gather information from clients, prepare tax returns, and answer questions with training and support from teammates. The role emphasizes client relationships and quality service.

No prior tax experience is required; opportunity to increase earnings as tax knowledge grows. This position is seasonal and pays hourly, reflecting local wage standards.

Qualifications

• Successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
• 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.

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

Communication

Problem solving

AI tools

Education

High school diploma or GED

Bachelor's degree in accounting/finance

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 gather information from clients, prepare tax returns, and answer questions with training and support from teammates. The role emphasizes client relationships and quality service.

No prior tax experience is required; opportunity to increase earnings as tax knowledge grows. This position is seasonal and pays hourly, reflecting local wage standards.