Seasonal Tax Associate — Client-First Tax Prep

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

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate in Texas to join our local tax office. This role focuses on welcoming clients, gathering information, and preparing tax returns with training and support from experienced teammates.

You will explain tax information clearly, identify potential savings, and build lasting client relationships while contributing to a collaborative, client-first team environment during peak tax season.

Qualifications

• Experience interacting with customers or clients in a service-oriented environment.
• Strong communication and clarity in explaining information.
• Comfort using digital tools and AI-based systems such as 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 experience

Strong communication

Problem-solving

AI tools familiarity

Education

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate in Texas to join our local tax office. This role focuses on welcoming clients, gathering information, and preparing tax returns with training and support from experienced teammates.

You will explain tax information clearly, identify potential savings, and build lasting client relationships while contributing to a collaborative, client-first team environment during peak tax season.