Seasonal Tax Associate: Client‑Facing, Training Provided

H&R Block, Inc.; Winfield (AL); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block, a leading tax services provider, is seeking a seasonal Tax Associate. In-person at a local tax office, you will meet clients, gather information, and prepare returns with guidance. No prior tax experience is required as training is provided, plus opportunities to increase earnings as tax knowledge grows.

You’ll develop client relationships, explain tax information clearly, and identify savings opportunities while supporting office priorities in a team-focused environment.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• 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.
• High school diploma / GED / 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 or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach.

Skills

Customer service

Communication

Problem solving

Teamwork

Digital tools

Attention to detail

Education

High school diploma / GED

Bachelor’s degree in accounting/finance or related field

Tools

Copilot

ChatGPT

Job description

H&R Block, a leading tax services provider, is seeking a seasonal Tax Associate. In-person at a local tax office, you will meet clients, gather information, and prepare returns with guidance. No prior tax experience is required as training is provided, plus opportunities to increase earnings as tax knowledge grows.

You’ll develop client relationships, explain tax information clearly, and identify savings opportunities while supporting office priorities in a team-focused environment.