Seasonal Tax Associate: Client‑Focused & Flexible Hours

H&R Block, Inc.; Rifle (CO); On-site; USD 19,000 - 25,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to assist with gathering client information, preparing tax returns, and answering questions. You will work in-person at a local H&R Block office with training and support from day one.

You will meet with clients, prepare returns, and explain tax information clearly while identifying potential savings opportunities. This role emphasizes client relationships and teamwork during tax season.

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

Customer service

Communication

Problem-solving

AI tools familiarity

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 assist with gathering client information, preparing tax returns, and answering questions. You will work in-person at a local H&R Block office with training and support from day one.

You will meet with clients, prepare returns, and explain tax information clearly while identifying potential savings opportunities. This role emphasizes client relationships and teamwork during tax season.