Seasonal Tax Associate - Client-Focused, In-Person

H&R Block, Inc.; Laurel (MT); In loco; USD 25.000 - 30.000; Part-time

Descrizione del lavoro

H&R Block, Inc. is hiring a Seasonal Tax Associate in Montana to work in-person at a local tax office. You’ll meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. Training and support are provided from day one, with opportunities to earn more as tax knowledge grows.

The role emphasizes client relationships, clear explanations, and identifying savings opportunities while balancing teamwork and company priorities during peak tax season.

Competenze

• 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
• Problem-solving skills, including organizing information and identifying solutions
• Comfort using digital tools and systems including AI-based tools
• High school diploma / GED / equivalent

Mansioni

• 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

Conoscenze

Customer service

Communication

Problem solving

Digital tools

Formazione

High school diploma or GED

Strumenti

Copilot/ChatGPT familiarity

Descrizione del lavoro

H&R Block, Inc. is hiring a Seasonal Tax Associate in Montana to work in-person at a local tax office. You’ll meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. Training and support are provided from day one, with opportunities to earn more as tax knowledge grows.

The role emphasizes client relationships, clear explanations, and identifying savings opportunities while balancing teamwork and company priorities during peak tax season.