Seasonal Tax Associate — Client-Focused Returns & Savings

H&R Block; Mechanicsville (MD); On-site; USD 22,000 - 26,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in a local tax office in Maryland. You will meet with clients, gather information, and prepare tax returns with support from experienced teammates.

Training is provided, and you’ll earn an hourly rate with opportunities to increase earnings as you gain tax knowledge. The role is in-person at a local H&R Block tax office, with duties including explaining tax information clearly and identifying savings opportunities for clients while building

Qualifications

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

Communication

Problem solving

Client needs understanding

Education

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to work in a local tax office in Maryland. You will meet with clients, gather information, and prepare tax returns with support from experienced teammates.

Training is provided, and you’ll earn an hourly rate with opportunities to increase earnings as you gain tax knowledge. The role is in-person at a local H&R Block tax office, with duties including explaining tax information clearly and identifying savings opportunities for clients while building