Seasonal Tax Associate: Client-First & Training-Driven

H&R Block, Inc.; Roy (UT); On-site; USD 25,000 - 34,000; Full time

Job summary

H&R Block in Utah is seeking a Seasonal Tax Associate to work in-person at a local tax office. You’ll gather client information, prepare returns, and answer questions with training and support from teammates.

The role offers an hourly rate with potential to increase earnings as tax knowledge grows, and involves strong client relationships and teamwork. No prior tax experience is required, and enrollment in the H&R Block Income Tax Course or Tax Knowledge Assessment is not a guarantee of

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 and ability to explain information clearly.
• Problem-solving skills with ability to organize information and identify solutions.
• Comfort using digital tools and systems including AI-based tools like Copilot and ChatGPT.
• 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 client-focused recommendations.
• Identify tax savings opportunities and relevant products or services.
• Address questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Communication skills

Customer service experience

Problem-solving

Digital tool proficiency

Teamwork

Education

High school diploma / GED/ equivalent

Bachelor’s degree in accounting or finance

Tools

Copilot

ChatGPT

Job description

H&R Block in Utah is seeking a Seasonal Tax Associate to work in-person at a local tax office. You’ll gather client information, prepare returns, and answer questions with training and support from teammates.

The role offers an hourly rate with potential to increase earnings as tax knowledge grows, and involves strong client relationships and teamwork. No prior tax experience is required, and enrollment in the H&R Block Income Tax Course or Tax Knowledge Assessment is not a guarantee of