Seasonal Tax Associate — Client-First Tax Prep Pro

H&R Block; Port Richey (FL); Vor Ort; USD 25.000 - 39.000; Teilzeit

Zusammenfassung

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients to gather information and understand their tax situation, then prepare complete returns with training and support from experienced teammates.

You will explain tax information clearly and identify savings opportunities, while building strong client relationships and contributing to office priorities. No prior tax experience is required; day-one training is provided.

Qualifikationen

• Successful 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 including AI-based tools like Copilot and ChatGPT.
• High school diploma / GED / equivalent.

Aufgaben

• 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 with guidance.
• Build strong client relationships and support office priorities through teamwork and client-first approach.

Kenntnisse

Customer service

Communication

Problem solving

Digital tools / AI

Ausbildung

HS diploma / GED

Bachelor's degree in accounting/finance (preferred)

Tools

H&R Block Income Tax Course

Jobbeschreibung

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients to gather information and understand their tax situation, then prepare complete returns with training and support from experienced teammates.

You will explain tax information clearly and identify savings opportunities, while building strong client relationships and contributing to office priorities. No prior tax experience is required; day-one training is provided.