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

H&R Block; Ozark (AL); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to help gather information from clients, prepare tax returns, and answer questions. No prior tax experience is required as training is provided, and you will work in person at a local H&R Block tax office.

You will meet with clients, identify tax savings opportunities, and build strong client relationships while contributing to a team-focused, client-first environment. Availability for peak tax season hours is expected.

Qualifications

• Experience in client-facing or service-oriented environment.
• Strong communication and questioning skills to understand client needs.
• Ability to explain tax information clearly and provide recommendations.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare tax returns with training and support from experienced teammates.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and relevant products/services.
• Analyze client information to address questions with guidance and resources.
• Support office priorities through teamwork and client-first approach.

Skills

Customer Service

Communication

Problem-solving

Teamwork

Digital literacy

Questioning skills

Education

High school diploma/GED

Tools

Copilot

ChatGPT

HR Block tools

Job description

H&R Block is seeking a seasonal Tax Associate to help gather information from clients, prepare tax returns, and answer questions. No prior tax experience is required as training is provided, and you will work in person at a local H&R Block tax office.

You will meet with clients, identify tax savings opportunities, and build strong client relationships while contributing to a team-focused, client-first environment. Availability for peak tax season hours is expected.