Seasonal Tax Associate — Client-Focused Prep & Savings

H&R Block; Lexington (KY); On-site; USD 25,000 - 30,000; Part time

Job summary

H&R Block in Lexington, KY is seeking a Seasonal Tax Associate to gain hands-on tax experience. You’ll meet with clients, gather information, prepare tax returns with guidance from experienced teammates, and build relationships while learning tax concepts.

No prior tax experience required; on-the-job training provided. You’ll earn a competitive hourly rate and opportunities to grow your knowledge and earnings during peak tax season; this is an in-person role at a local office.

Qualifications

• Completed the H&R Block Income Tax Course.
• Experience interacting with customers 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.
• 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 and a client-first approach.

Skills

Customer service experience

Excellent communication

Problem-solving

Tech-savvy with AI tools

Education

High school diploma or equivalent

Bachelor’s degree in accounting or related field

Tools

Copilot

ChatGPT

Job description

H&R Block in Lexington, KY is seeking a Seasonal Tax Associate to gain hands-on tax experience. You’ll meet with clients, gather information, prepare tax returns with guidance from experienced teammates, and build relationships while learning tax concepts.

No prior tax experience required; on-the-job training provided. You’ll earn a competitive hourly rate and opportunities to grow your knowledge and earnings during peak tax season; this is an in-person role at a local office.