Seasonal Tax Associate: Client-Focused Returns & Guidance

H&R Block; Durand (MI); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare complete tax returns with hands-on training. The role emphasizes clear explanations, identifying tax savings opportunities, and recommending relevant products and services in a client-first environment.

This in-person position at a local H&R Block tax office offers onboarding support and opportunities to grow tax knowledge and earnings during peak periods.

Qualifications

• Successful completion of the H&R Block Income Tax Course
• Experience interacting with customers in a service 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 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

Communication skills

Customer service

Problem-solving

Asking questions to understand needs

Explain information clearly

Education

High school diploma / GED

H&R Block Income Tax Course

Bachelor’s degree in accounting/finance related field

Tools

Copilot AI

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare complete tax returns with hands-on training. The role emphasizes clear explanations, identifying tax savings opportunities, and recommending relevant products and services in a client-first environment.

This in-person position at a local H&R Block tax office offers onboarding support and opportunities to grow tax knowledge and earnings during peak periods.