Seasonal Tax Associate - Client-Focused Growth Role

H&R Block, Inc.; Clearfield (UT); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to join a local tax office. You’ll meet with clients, gather information, prepare returns with training, and help answer questions while building client relationships.

No prior tax experience required; training and day-one support are provided. The role is in-person, offering an hourly rate with opportunities to increase earnings as you gain tax knowledge and performance.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers or clients.
• Strong communication skills, including explaining information clearly.
• Problem-solving skills, including organizing information and identifying solutions.
• Comfort using digital tools and AI-based tools like Copilot and ChatGPT.
• High school diploma / 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 to clients.
• 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.
• Build strong client relationships through teamwork and a client-first approach.

Skills

Customer service experience

Strong communication

Problem-solving

Digital tools familiarity

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to join a local tax office. You’ll meet with clients, gather information, prepare returns with training, and help answer questions while building client relationships.

No prior tax experience required; training and day-one support are provided. The role is in-person, offering an hourly rate with opportunities to increase earnings as you gain tax knowledge and performance.