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

H&R Block, Inc.; Dothan (AL); On-site; USD 2,066,000 - 3,031,000; Part time

Job summary

H&R Block seeks a seasonal Tax Associate to start a career in tax and client services—training and support provided from day one. You’ll work directly with clients to gather information, prepare returns, and answer questions in a local in-person office.

No prior tax experience is required; the role emphasizes learning and building client relationships. You’ll earn an hourly rate with opportunities to grow as you gain knowledge and contribute to the team during peak tax season.

Qualifications

• Completion of the H&R Block Income Tax Course
• Experience interacting with customers in a service 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 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 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

Needs assessment

Digital tools literacy

Education

High school diploma / GED or equivalent

Bachelor’s degree in accounting or finance

Tools

Copilot

ChatGPT

Job description

H&R Block seeks a seasonal Tax Associate to start a career in tax and client services—training and support provided from day one. You’ll work directly with clients to gather information, prepare returns, and answer questions in a local in-person office.

No prior tax experience is required; the role emphasizes learning and building client relationships. You’ll earn an hourly rate with opportunities to grow as you gain knowledge and contribute to the team during peak tax season.