Seasonal Tax Associate: Client-First Tax Prep

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

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to work in person at a local tax office. You’ll gather information from clients, prepare returns, and answer questions with training and support from experienced teammates.

No prior tax experience is required as training is provided and you can earn by billing hours during the tax season. Ideal for those looking to start a tax career and build client relationships in a team-driven environment.

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent training.
• 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 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 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 skills

Problem-solving

Questioning

Digital tools

Education

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to work in person at a local tax office. You’ll gather information from clients, prepare returns, and answer questions with training and support from experienced teammates.

No prior tax experience is required as training is provided and you can earn by billing hours during the tax season. Ideal for those looking to start a tax career and build client relationships in a team-driven environment.