Seasonal Tax Associate: Client-First Tax Prep & Support

H&R Block; Lewisburg (WV); On-site; USD 21,000 - 55,000; Part time

Job summary

H&R Block in the United States is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from teammates. You will explain tax information clearly, identify savings opportunities, and build strong client relationships in a client-first environment.

This in-person role is located at a local H&R Block tax office, with compensation tied to an hourly rate and opportunities to increase earnings as tax knowledge grows.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers or clients.
• Strong communication and asking questions to understand needs.
• Problem-solving and organizing information.
• Comfort using digital tools and AI-based tools like 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 clients can understand.
• Identify tax savings opportunities and recommend products and services.
• Apply problem-solving skills to analyze client information and answer questions with guidance.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service experience

Strong communication

Problem-solving

Questioning to understand needs

Ability to work 15-40 hours

Teamwork

Comfort with AI tools

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block in the United States is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from teammates. You will explain tax information clearly, identify savings opportunities, and build strong client relationships in a client-first environment.

This in-person role is located at a local H&R Block tax office, with compensation tied to an hourly rate and opportunities to increase earnings as tax knowledge grows.