Seasonal Tax Associate — Client-First Tax Prep

H&R Block, Inc.; Fredericksburg (VA); On-site; USD 22,000 - 27,000; Part time

Benefits offered by this job

Competitive pay

Training and support

Job summary

H&R Block, a seasonal Tax Associate role in Fredericksburg, VA, is in-person at a local tax office. You will meet with clients to gather information, prepare returns, and explain tax concepts while identifying possible savings opportunities and recommending products and services.

No prior tax experience required; training and support are provided to help you grow in this client-focused role during tax season.

Qualifications

• 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 included 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 interaction

Communication

Problem solving

Digital tools proficiency

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block, a seasonal Tax Associate role in Fredericksburg, VA, is in-person at a local tax office. You will meet with clients to gather information, prepare returns, and explain tax concepts while identifying possible savings opportunities and recommending products and services.

No prior tax experience required; training and support are provided to help you grow in this client-focused role during tax season.