Seasonal Tax Associate: Client-Focused Returns

H&R Block; New Wilmington (Lawrence County); On-site; USD 23,000 - 34,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to begin a career in tax and client services with day-one training. You will work with clients to gather information, prepare tax returns, and answer questions at a local tax office.

You will meet with clients, identify potential tax savings, and explain information clearly while building strong relationships through teamwork. Availability of 15–35 hours weekly, up to 40 during peak periods, and evenings/weekends during tax season is preferred.

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.
• 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, collaboration, and a client-first approach.

Skills

Customer service experience

Excellent communication

Problem-solving abilities

Explain information clearly

AI tools familiarity

High school diploma/GED

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to begin a career in tax and client services with day-one training. You will work with clients to gather information, prepare tax returns, and answer questions at a local tax office.

You will meet with clients, identify potential tax savings, and explain information clearly while building strong relationships through teamwork. Availability of 15–35 hours weekly, up to 40 during peak periods, and evenings/weekends during tax season is preferred.