Seasonal Tax Associate - Client-Focused, In-Office Training

H&R Block, Inc.; Clanton (AL); On-site; USD 2,066,000 - 3,444,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to join a local tax office in Alabama. You will work directly with clients to gather information, prepare returns, and answer questions, with training and support from day one.

The role emphasizes strong client relationships, clear communication, and teamwork, with opportunities to increase earnings as tax knowledge grows, all in-person during peak tax season at a nearby office.

Qualifications

• Completion of the H&R Block Income Tax Course or equivalent training.
• Experience interacting with customers in a service environment.
• Strong communication skills and ability to explain information clearly.
• Problem-solving skills and ability to organize information.
• Comfort using digital tools and AI-based tools like Copilot and ChatGPT.
• High school diploma or GED required.

Responsibilities

• Meet with clients to gather information and understand tax situations.
• Prepare tax returns with training and support from teammates.
• Explain tax information clearly and provide actionable recommendations.
• Identify tax savings opportunities and suggest relevant products and services.
• Address client questions and guide them with available resources.
• Build client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Problem solving

AI tools familiarity

Education

High school diploma / GED

Tools

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to join a local tax office in Alabama. You will work directly with clients to gather information, prepare returns, and answer questions, with training and support from day one.

The role emphasizes strong client relationships, clear communication, and teamwork, with opportunities to increase earnings as tax knowledge grows, all in-person during peak tax season at a nearby office.