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

H&R Block, Inc.; Kilgore (TX); On-site; USD 22,000 - 36,000; Full time

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 comprehensive training is provided from day one.

You will meet with clients to gather information, prepare tax returns, and explain tax details in a clear, client-friendly manner. You will identify tax savings opportunities and advise on relevant products and services, all while building strong client relationships.

Qualifications

• Experience in a service-oriented environment or with customers is required.
• Strong communication skills and ability to explain information clearly.
• Problem solving and organizational skills to gather and process information.
• Comfort using digital tools and AI-based tools (e.g., Copilot, 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.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information and address questions with guidance.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service

Communication

Problem solving

Digital tools (AI)

Education

HS diploma / GED

Bachelor's degree in accounting/finance

Tools

Copilot

ChatGPT

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 comprehensive training is provided from day one.

You will meet with clients to gather information, prepare tax returns, and explain tax details in a clear, client-friendly manner. You will identify tax savings opportunities and advise on relevant products and services, all while building strong client relationships.