Seasonal Tax Associate: Client-First Tax Prep & Training

H&R Block, Inc.; Breckenridge (TX); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block in Texas is hiring a seasonal Tax Associate to work in person at a local tax office. You will meet with clients, gather information, prepare returns, and explain tax information to help clients understand their situations. No prior tax experience is required as training is provided.

You will earn a competitive hourly rate with opportunities to increase earnings as you build tax knowledge and grow in the role, with peak-season hours and weekend availability to support clients.

Qualifications

• 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.

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

Communication skills

Problem-solving

Customer service

Education

HS diploma / GED

Bachelor's degree in accounting/finance

Tools

AI tools (Copilot/ChatGPT)

Job description

H&R Block in Texas is hiring a seasonal Tax Associate to work in person at a local tax office. You will meet with clients, gather information, prepare returns, and explain tax information to help clients understand their situations. No prior tax experience is required as training is provided.

You will earn a competitive hourly rate with opportunities to increase earnings as you build tax knowledge and grow in the role, with peak-season hours and weekend availability to support clients.