Seasonal Tax Associate — Client-Focused & Growth Ready

H&R Block; Louisville (KY); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block in Louisville, KY is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. You will explain tax information clearly and provide recommendations in a way clients can easily understand, while identifying tax savings opportunities and promoting relevant products and services.

This in-person role offers training and opportunities to grow within the role.

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 and a client-first approach

Skills

Customer service

Communication

Problem solving

Explain tax information clearly

Digital tools proficiency

Education

High school diploma / GED

Bachelor’s degree (accounting/finance related)

Tools

Copilot

ChatGPT

Job description

H&R Block in Louisville, KY is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. You will explain tax information clearly and provide recommendations in a way clients can easily understand, while identifying tax savings opportunities and promoting relevant products and services.

This in-person role offers training and opportunities to grow within the role.