Seasonal Tax Associate: Client-Facing & Training-Driven

H&R Block, Inc.; Washington (MO); On-site; USD 22,000 - 34,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to join an in-person tax office. You will gather client information, prepare returns with training, and answer questions while building client relationships. No prior tax experience is required as training and support are provided.

You will meet with clients, explain tax details clearly, identify savings opportunities, and collaborate with teammates to support office priorities and deliver excellent service during tax season.

Qualifications

• Strong communication skills and ability to explain information clearly.
• Problem-solving skills with ability to organize information.
• Comfort with digital tools and 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.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and offer relevant products and services.
• Assist clients with questions or unique situations with guidance.
• Build strong client relationships and support office priorities through teamwork.

Education

High school diploma / GED or equivalent

Income Tax Course (H&R Block)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to join an in-person tax office. You will gather client information, prepare returns with training, and answer questions while building client relationships. No prior tax experience is required as training and support are provided.

You will meet with clients, explain tax details clearly, identify savings opportunities, and collaborate with teammates to support office priorities and deliver excellent service during tax season.