Seasonal Tax Associate — Client-First Tax Prep & Growth

H&R Block, Inc.; North Ogden (UT); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to assist clients with information gathering and tax return preparation at a local tax office in Utah. No prior tax experience is required, as training is provided from day one, with opportunities to grow as you gain tax knowledge.

You will meet with clients, prepare returns, explain tax information clearly, and work with teammates to deliver excellent client service during peak season.

Qualifications

• Successful completion of the H&R Block Income Tax Course
• Experience interacting with customers in a service environment
• Strong communication, explaining information clearly and understanding needs
• Problem-solving with organized information and solutions
• Comfort using digital tools and AI-based tools like Copilot and ChatGPT
• High school diploma / GED

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 an understandable way
• Identify tax savings opportunities and recommend relevant products and services
• Address questions or unique situations with guidance and available resources
• Build strong client relationships and support office priorities through teamwork

Skills

Customer service experience

Excellent communication

Problem-solving

Comfort with digital tools

Education

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to assist clients with information gathering and tax return preparation at a local tax office in Utah. No prior tax experience is required, as training is provided from day one, with opportunities to grow as you gain tax knowledge.

You will meet with clients, prepare returns, explain tax information clearly, and work with teammates to deliver excellent client service during peak season.