Seasonal Tax Associate: Client-Focused Returns & Growth

H&R Block; Kaufman (TX); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block in Texas is seeking a seasonal Tax Associate to start a career in tax and client services with no prior tax experience required. With training from day one, you’ll meet with clients, gather information, and prepare tax returns.

You’ll explain tax information clearly, identify savings opportunities, and recommend products. You'll build strong client relationships and support office priorities through teamwork in a local office.

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 (as required)

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

Clear communication

Problem solving

Tech-savvy (AI tools Copilot/ChatGPT)

Education

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

H&R Block in Texas is seeking a seasonal Tax Associate to start a career in tax and client services with no prior tax experience required. With training from day one, you’ll meet with clients, gather information, and prepare tax returns.

You’ll explain tax information clearly, identify savings opportunities, and recommend products. You'll build strong client relationships and support office priorities through teamwork in a local office.