Seasonal Tax Associate: Client-Focus & Tax Prep

H&R Block; Clearwater (FL); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. This in-person role offers hands-on client service and real-world tax exposure in a local office.

You will learn to identify tax savings opportunities, explain tax information clearly, and build strong client relationships while contributing to office priorities and the seasonal workflow.

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
• Problem-solving skills, including organizing information and finding solutions
• Comfort using digital tools and systems including AI-based tools
• 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 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
• Build strong client relationships and support office priorities through teamwork

Skills

Customer service experience

Strong communication

Problem solving

Comfort with digital tools

Explain information clearly

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. This in-person role offers hands-on client service and real-world tax exposure in a local office.

You will learn to identify tax savings opportunities, explain tax information clearly, and build strong client relationships while contributing to office priorities and the seasonal workflow.