Seasonal Tax Associate: Client‑Focused Prep & Training

H&R Block; Saint Peter (MN); On-site; USD 19,000 - 25,000; Part time

Job summary

H&R Block in Minnesota is seeking a Seasonal Tax Associate to meet with clients, gather tax information, and prepare accurate returns with guidance from experienced teammates. You will explain complex tax concepts clearly and identify potential savings opportunities, while developing strong client relationships through teamwork and a client-first approach.

As a seasonal role, training begins on day one, with opportunities to increase earnings as tax knowledge grows.

Qualifications

• Successful completion of the H&R Block Income Tax Course
• Experience interacting with customers in a service environment
• Strong communication, including explaining information clearly and asking questions to understand needs
• Problem-solving, including organizing information and identifying solutions
• Comfort using digital tools and AI-based assistants
• 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 clients can understand
• Identify tax savings opportunities and recommend relevant products and services
• Apply problem-solving skills to analyze client information and address questions with guidance
• Build strong client relationships and support office priorities through teamwork and client-first approach

Skills

Customer service experience

Strong communication

Problem-solving

Needs assessment

Comfort with AI tools

Education

High school diploma / GED / equivalent

Tools

Copilot

ChatGPT

Job description

H&R Block in Minnesota is seeking a Seasonal Tax Associate to meet with clients, gather tax information, and prepare accurate returns with guidance from experienced teammates. You will explain complex tax concepts clearly and identify potential savings opportunities, while developing strong client relationships through teamwork and a client-first approach.

As a seasonal role, training begins on day one, with opportunities to increase earnings as tax knowledge grows.