Seasonal Tax Associate — Client-Focused, In-Person

H&R Block, Inc.; Smyrna (TN); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to meet with clients in-person at a local tax office. You will gather information, prepare tax returns with training and support, and explain tax details clearly while identifying savings opportunities.

The role emphasizes client relationships, teamwork, and using digital tools including AI-based assistants. No prior tax experience is required as comprehensive training is provided; evenings and weekends may be needed during peak periods as tax

Qualifications

• Successful completion of HR 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 with ability to organize information and identify solutions
• Comfort using digital tools and systems including AI-based tools like Copilot and ChatGPT
• High school diploma / GED / equivalent

Responsibilities

• Meet with clients to gather information and understand their tax situation
• Prepare complete tax returns with training and support
• Explain tax information clearly and provide recommendations
• Identify tax savings opportunities and relevant products/services
• Address questions or unique situations with guidance and available resources
• Build strong client relationships and support office priorities through teamwork

Skills

Customer interaction

Communication skills

Problem solving

AI tools familiarity

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to meet with clients in-person at a local tax office. You will gather information, prepare tax returns with training and support, and explain tax details clearly while identifying savings opportunities.

The role emphasizes client relationships, teamwork, and using digital tools including AI-based assistants. No prior tax experience is required as comprehensive training is provided; evenings and weekends may be needed during peak periods as tax