Seasonal Tax Associate: Client-Focused Prep (In-Person)

H&R Block, Inc.; Stuart (VA); On-site; USD 20,000 - 25,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate for an in-person role at a local tax office. You will meet with clients, gather tax information, prepare returns with training, and offer clear explanations and recommendations.

No prior tax experience is required as training and support are provided. You will work with experienced teammates to identify tax savings opportunities, address client questions, and build strong client relationships while contributing to office priorities and teamwork

Qualifications

• Successful completion of the H&R Block Income Tax Course
• 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
• High school diploma / GED / 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 in a way clients can easily understand
• Identify tax savings opportunities and recommend relevant products and services
• 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

Communication

Problem-solving

Digital tools

Education

High school diploma/GED

Bachelor's degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate for an in-person role at a local tax office. You will meet with clients, gather tax information, prepare returns with training, and offer clear explanations and recommendations.

No prior tax experience is required as training and support are provided. You will work with experienced teammates to identify tax savings opportunities, address client questions, and build strong client relationships while contributing to office priorities and teamwork