Seasonal Tax Associate — Client-Facing & Training

H&R Block; Plano (TX); On-site; USD 25,000 - 34,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Associate to work in a local tax office. You will meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You’ll explain tax information clearly and identify savings opportunities, while building strong client relationships in a team-focused, client-first environment. Role is in-person at a local H&R Block tax office, with an hourly rate and opportunities to grow tax knowledge and earnings during

Qualifications

• Strong communication skills to clearly convey tax information.
• Experience in customer-facing roles in service environments.
• Problem-solving abilities to analyze client data and identify solutions.
• Comfort with digital tools and AI-based assistants like Copilot and ChatGPT.
• High school diploma or 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 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 and a client-first approach.

Skills

Strong communication

Customer service

Problem solving

AI tools familiarity

Explain information clearly

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to work in a local tax office. You will meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You’ll explain tax information clearly and identify savings opportunities, while building strong client relationships in a team-focused, client-first environment. Role is in-person at a local H&R Block tax office, with an hourly rate and opportunities to grow tax knowledge and earnings during