Seasonal Tax Associate — Client-Facing with Training

H&R Block; Lake Placid (FL); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare complete and accurate tax returns with training and support from experienced teammates. You will explain tax information clearly and provide recommendations in a way clients can easily understand.

This in-person role at a local H&R Block tax office offers a competitive hourly rate with opportunities to grow as you build tax knowledge and client relationships, while supporting the office with

Qualifications

• Experience in client service environments is preferred.
• Excellent communication, including ability to explain complex information clearly.
• Strong problem-solving and information-organizing abilities.
• Comfort using digital tools and AI-based assistants.
• High school diploma or equivalent required.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support from teammates.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and suggest relevant products and services.
• Address questions and unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Strong communication

Problem solving

Digital tools w AI

Education

High school diploma / GED

Bachelor's degree in accounting/finance or related field

Tools

Copilot/ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare complete and accurate tax returns with training and support from experienced teammates. You will explain tax information clearly and provide recommendations in a way clients can easily understand.

This in-person role at a local H&R Block tax office offers a competitive hourly rate with opportunities to grow as you build tax knowledge and client relationships, while supporting the office with