Seasonal Tax Associate - Client-First Tax Prep

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

Job summary

H&R Block is seeking a Seasonal Tax Associate to join a local tax office. You’ll work directly with clients to gather information, prepare tax returns, and answer questions with comprehensive training from day one.

You’ll earn a competitive hourly rate with opportunities to increase earnings as you build tax knowledge and client relationships in a collaborative, in-person environment.

Qualifications

• Successful completion of the H&R Block Income Tax Course or enrollment is expected.
• Experience interacting with customers in a service-oriented environment.
• Strong communication and ability to explain information clearly.
• Problem-solving skills and ability to address client needs.
• Comfort with AI-based tools and digital systems.
• High school diploma or 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 relevant products.
• Address questions or unique situations with guidance and resources.
• Build strong client relationships and support office priorities.

Skills

Customer service experience

Strong communication skills

Problem-solving skills

High school diploma

Willingness to learn tax basics

Education

High school diploma or GED

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot awareness

ChatGPT familiarity

Job description

H&R Block is seeking a Seasonal Tax Associate to join a local tax office. You’ll work directly with clients to gather information, prepare tax returns, and answer questions with comprehensive training from day one.

You’ll earn a competitive hourly rate with opportunities to increase earnings as you build tax knowledge and client relationships in a collaborative, in-person environment.