Seasonal Tax Associate — Client-Focused & Growth Ready

H&R Block, Inc.; O’Fallon (MO); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate for in-person service at a local tax office. You will gather client information, prepare tax returns with training and support, and answer questions while building client relationships and tax knowledge.

Role emphasizes meeting clients, explaining tax details, identifying savings opportunities, and applying problem-solving with guidance. Availability for evenings/weekends during peak season is expected.

Qualifications

• Successful completion of the H&R Block Income Tax Course
• Experience interacting with customers in a service role
• Ability to explain information clearly and ask questions to understand needs

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 experience

Strong communication

Problem-solving

AI tools familiarity

Education

High school diploma or GED

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate for in-person service at a local tax office. You will gather client information, prepare tax returns with training and support, and answer questions while building client relationships and tax knowledge.

Role emphasizes meeting clients, explaining tax details, identifying savings opportunities, and applying problem-solving with guidance. Availability for evenings/weekends during peak season is expected.