Seasonal Tax Associate — Client-Facing & Training-Driven

H&R Block; Lebanon (MO); On-site; USD 21,000 - 29,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to join a local tax office in Missouri. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

The role emphasizes clear explanations and recommendations, helping clients understand tax implications while seeking savings opportunities. As a frontline associate, you’ll build client relationships and contribute to the office’s priorities through teamwork.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers or clients in a service environment.
• Strong communication and problem-solving skills.
• Comfort using 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 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 with guidance.
• Build strong client relationships and support office priorities through teamwork.

Skills

Communication skills

Customer service

Problem solving

AI tools

Team collaboration

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 join a local tax office in Missouri. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

The role emphasizes clear explanations and recommendations, helping clients understand tax implications while seeking savings opportunities. As a frontline associate, you’ll build client relationships and contribute to the office’s priorities through teamwork.