Seasonal Tax Associate — Client-Facing with Training

H&R Block, Inc.; Paducah (KY); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local office. You will meet with clients, gather information, and prepare tax returns with guided training and support from experienced teammates.

You will explain tax information clearly, identify savings opportunities, and build strong client relationships while contributing to office goals. Evening/weekend availability during peak tax season is expected.

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.
• Problem-solving skills with ability to organize information and find solutions.
• Comfort using digital tools and systems including AI-based tools.
• High school diploma / GED or equivalent.

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 recommend relevant products and services.
• Address client questions with guidance and available resources.
• Build strong client relationships and support office priorities.

Skills

Customer service experience

Strong communication

Problem-solving

Ability to explain tax information

Comfort with digital tools

Education

High school diploma / GED

Bachelor’s degree in accounting / finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local office. You will meet with clients, gather information, and prepare tax returns with guided training and support from experienced teammates.

You will explain tax information clearly, identify savings opportunities, and build strong client relationships while contributing to office goals. Evening/weekend availability during peak tax season is expected.