Seasonal Tax Associate: Client-Facing & Training-Driven

H&R Block, Inc.; Lahaina (HI); On-site; USD 20,000 - 25,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate for an in-person role at a local Hawaii tax office. You’ll meet with clients, gather information, and prepare tax returns with support from experienced teammates.

No prior tax experience required; you will receive training and guidance. The role offers an hourly pay rate with opportunities to increase earnings as tax knowledge grows, and peak periods may require up to 40 hours per week.

Qualifications

• Experience in customer service or client-facing roles.
• Strong communication skills, ability to explain tax concepts clearly.
• Problem-solving and information organizing abilities.
• Comfort using digital tools including AI-based systems 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 an easy-to-understand way.
• Identify tax savings opportunities and suggest relevant products and services.
• Address questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service experience

Clear communication

Problem solving

AI tools experience

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate for an in-person role at a local Hawaii tax office. You’ll meet with clients, gather information, and prepare tax returns with support from experienced teammates.

No prior tax experience required; you will receive training and guidance. The role offers an hourly pay rate with opportunities to increase earnings as tax knowledge grows, and peak periods may require up to 40 hours per week.