Seasonal Tax Associate — Client-Focused Returns & Savings

H&R Block, Inc.; Lake Stevens (WA); On-site; USD 47,709,000 - 58,884,000; Full time

Job summary

H&R Block in Washington State is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns at a local tax office. Training is provided, with opportunity to increase earnings as tax knowledge grows.

This in-person role offers hands-on client service, learning, and teamwork in a supportive environment. Applicants should have completed the HR Block Income Tax Course or have relevant customer service experience, along with strong communication and

Qualifications

• Completion of the HR Block Income Tax Course or equivalent.
• Experience interacting with customers in a service environment.
• Strong communication skills, including explaining information clearly.
• Problem-solving skills with organizing information to identify solutions.
• Comfort using digital tools including AI-based tools like Copilot and ChatGPT.
• High school diploma or 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.

Skills

Customer service

Communication

Problem solving

AI tools

Education

High school diploma

Income Tax Course

Tools

Copilot

ChatGPT

Job description

H&R Block in Washington State is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns at a local tax office. Training is provided, with opportunity to increase earnings as tax knowledge grows.

This in-person role offers hands-on client service, learning, and teamwork in a supportive environment. Applicants should have completed the HR Block Income Tax Course or have relevant customer service experience, along with strong communication and