Seasonal Tax Associate - Client-Focused, In-Person

H&R Block; Santaquin (UT); On-site; USD 19,000 - 30,000; Part time

Benefits offered by this job

Competitive pay

Training and support

In-person office

Job summary

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. No prior tax experience is required as training and ongoing support are provided. You will meet with clients, gather information, and prepare tax returns while explaining tax concepts clearly and offering recommendations.

The role focuses on building client relationships and delivering accurate results. Ideal candidates will have completed the H&R Block Income Tax Course, strong customer service skills, and

Qualifications

• Successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
• Experience interacting with customers in a service-oriented environment.
• Strong communication skills, including explaining information clearly and asking questions to understand needs.
• Problem-solving abilities with data organization and solutions.
• Comfort using digital tools and AI-based resources.

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 understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving to analyze client information and address questions 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

Attention to detail

Digital tools (Copilot, ChatGPT)

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance, or related field

Tools

Copilot / ChatGPT

Tax preparation software

Job description

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. No prior tax experience is required as training and ongoing support are provided. You will meet with clients, gather information, and prepare tax returns while explaining tax concepts clearly and offering recommendations.

The role focuses on building client relationships and delivering accurate results. Ideal candidates will have completed the H&R Block Income Tax Course, strong customer service skills, and