Seasonal Tax Associate — Client-Facing, Training & Growth

H&R Block, Inc.; Selma (AL); On-site; USD 2,066,000 - 3,444,000; Full time

Job summary

H&R Block, Inc. is hiring a seasonal Tax Associate to start a career in tax and client services with training from day one. You’ll work directly with clients to gather information, prepare tax returns, and answer questions in person at a local tax office.

Meet with clients, prepare returns with support from teammates, explain tax information clearly, and identify savings opportunities. The role emphasizes building relationships through teamwork and a client-first approach.

Qualifications

• 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 with guidance and resources.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service experience

Communication skills

Problem solving

Digital tools familiarity

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is hiring a seasonal Tax Associate to start a career in tax and client services with training from day one. You’ll work directly with clients to gather information, prepare tax returns, and answer questions in person at a local tax office.

Meet with clients, prepare returns with support from teammates, explain tax information clearly, and identify savings opportunities. The role emphasizes building relationships through teamwork and a client-first approach.