Seasonal Tax Associate - Client-Focused Prep & Training

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

Job summary

H&R Block, Inc. seeks a Seasonal Tax Associate to work in-person at a local tax office. You will gather client information, prepare tax returns with training, and answer questions while building client relationships. This role emphasizes accurate tax preparation and clear explanations of tax options.

No prior tax experience is required, and compensation is hourly with potential increases as tax knowledge grows during peak periods.

Qualifications

• High school diploma or GED required.
• Ability to interact with customers in a service environment.
• Strong communication and question-clarification skills.
• Problem-solving ability with organizing information and finding solutions.
• Comfort using digital tools and AI-based systems 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.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and advise on products/services.
• Address questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities.

Skills

Communication

Customer service

Problem solving

Digital tools (Copilot/ChatGPT)

Education

High school diploma or GED

Bachelor's degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. seeks a Seasonal Tax Associate to work in-person at a local tax office. You will gather client information, prepare tax returns with training, and answer questions while building client relationships. This role emphasizes accurate tax preparation and clear explanations of tax options.

No prior tax experience is required, and compensation is hourly with potential increases as tax knowledge grows during peak periods.