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

H&R Block

Wheeling (WV)

On-site

USD 21,000 - 34,000

Part time

4 days ago
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Benefits offered by this job

Training provided
Competitive hourly rate

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates. You will explain tax concepts clearly, identify savings opportunities, and offer solutions tailored to each client.

This in-person role emphasizes teamwork and client-first service as you build valuable tax and customer skills. You’ll receive training, enjoy a competitive hourly rate, and have opportunities to increase earnings as you gain

Qualifications

  • Minimum required: successful completion of H&R Block Income Tax Course or equivalent
  • Experience interacting with customers in a service environment
  • Strong communication, clarity in explaining information and asking questions
  • Problem-solving with ability to organize information and identify solutions
  • Comfort using digital tools including AI-based tools
  • High school diploma or 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
  • Explain tax information clearly and provide client-friendly recommendations
  • Identify tax savings opportunities and recommend relevant products and services
  • Use problem-solving to address questions with guidance and resources
  • Build strong client relationships and support office priorities through teamwork

Skills

Customer service
Communication skills
Problem solving
Copilot
ChatGPT

Education

High school diploma or GED
Bachelor's degree (preferred)

Tools

Copilot
ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates. You will explain tax concepts clearly, identify savings opportunities, and offer solutions tailored to each client.

This in-person role emphasizes teamwork and client-first service as you build valuable tax and customer skills. You’ll receive training, enjoy a competitive hourly rate, and have opportunities to increase earnings as you gain

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