Seasonal Tax Associate: Client-Focused Returns Pro

H&R Block, Inc.; Holiday (FL); On-site; USD 28,000 - 39,000; Full time

Job summary

H&R Block, Inc. is hiring a Seasonal Tax Associate to start a career in tax and client services with no prior tax experience required. You’ll train from day one and work directly with clients to gather information and prepare returns in person at a local tax office.

Meet with clients, prepare returns with training, explain information clearly, and identify potential tax savings opportunities. A high school diploma is required; bachelor’s degree is preferred for advancement.

Qualifications

• Experience in customer service or client-facing roles.
• Excellent communication and ability to explain tax information clearly.
• Strong problem-solving and information-organizing abilities.
• Comfort using AI-based tools and digital systems.

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 recommend products and services.
• Address questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities.

Skills

Customer service experience

Strong communication skills

Problem-solving

Comfort with AI tools

Education

High school diploma / GED / equivalent

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

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is hiring a Seasonal Tax Associate to start a career in tax and client services with no prior tax experience required. You’ll train from day one and work directly with clients to gather information and prepare returns in person at a local tax office.

Meet with clients, prepare returns with training, explain information clearly, and identify potential tax savings opportunities. A high school diploma is required; bachelor’s degree is preferred for advancement.