Seasonal Tax Associate - Client-Facing, Training Included

H&R Block; Stanwood (WA); On-site; USD 23,000 - 28,000; Full time

Job summary

H&R Block in Washington is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates.

You will explain tax information clearly, identify savings opportunities, and build strong client relationships while supporting office priorities through teamwork and a client-first approach. In-person at a local H&R Block office.

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent
• Experience interacting with customers in a service environment
• Strong communication and questioning to understand needs
• Problem-solving and organizing information to find solutions
• Comfort using digital tools, including AI-based assistance
• High school diploma 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 that clients can understand
• Identify tax savings opportunities and relevant products/services
• Analyze client information with guidance and available resources
• Build strong client relationships and support office priorities via teamwork and a client-first approach

Skills

Customer service

Communication skills

Problem solving

Teamwork

Digital tools

AI tools (Copilot/ChatGPT)

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block in Washington is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates.

You will explain tax information clearly, identify savings opportunities, and build strong client relationships while supporting office priorities through teamwork and a client-first approach. In-person at a local H&R Block office.