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

H&R Block, Inc.; Rockwall (TX); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block, Inc. is hiring a Seasonal Tax Associate in Texas to help clients with gathering information, preparing tax returns, and answering questions. No prior tax experience required, with comprehensive training and support from day one.

You will meet with clients in-person at a local tax office, build strong client relationships, and learn tax concepts while earning a competitive hourly rate with opportunities to increase earnings during peak periods.

Qualifications

• Experience interacting with customers or clients in a service-oriented environment.
• Strong communication skills, including explaining information clearly and asking questions to understand needs.
• Problem-solving skills, including organizing information and identifying solutions.
• Comfort using digital tools and systems including AI-based tools like Copilot and ChatGPT.

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 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.

Skills

Customer service experience

Communication skills

Problem-solving

Ability to learn tax concepts

Education

High school diploma / GED

H&R Block Income Tax Course

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is hiring a Seasonal Tax Associate in Texas to help clients with gathering information, preparing tax returns, and answering questions. No prior tax experience required, with comprehensive training and support from day one.

You will meet with clients in-person at a local tax office, build strong client relationships, and learn tax concepts while earning a competitive hourly rate with opportunities to increase earnings during peak periods.