Seasonal Tax Associate: Client-First Prep Pro

H&R Block, Inc.; Lancaster (OH); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block is hiring a seasonal Tax Associate to work in person at a local tax office. You’ll meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. This role emphasizes client service, clear explanations, and identifying tax savings opportunities.

No prior tax experience is required; training provided. Availability may include evenings and weekends during tax season, with a competitive hourly rate and potential for increased earnings

Qualifications

• Completion of the H&R Block Income Tax Course and/or Tax Knowledge Assessment.
• Experience interacting with customers in a service-oriented environment.
• Strong communication and problem-solving skills with the ability to explain information clearly.

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

Digital tools

Tax preparation knowledge

Education

High school diploma or GED

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate to work in person at a local tax office. You’ll meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. This role emphasizes client service, clear explanations, and identifying tax savings opportunities.

No prior tax experience is required; training provided. Availability may include evenings and weekends during tax season, with a competitive hourly rate and potential for increased earnings