Seasonal Tax Associate: Client-Focused Returns & Training

H&R Block, Inc.; Blanchester (OH); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block in Ohio is seeking a Seasonal Tax Associate to meet with clients, gather information, prepare returns, and answer questions with training from experienced teammates. This in-person role offers the chance to build tax knowledge and client relationships while contributing to the office during peak season.

No prior tax experience is required; training is provided. You will explain tax information clearly, identify savings opportunities, and support office priorities through teamwork and a

Qualifications

• Successful completion of the H&R Block Income Tax Course1
• 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 included 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

Tax course completion

Customer service experience

Communication skills

Problem solving

AI tools familiarity

High school diploma

Education

Bachelor's degree in accounting/finance/related field

Tools

Copilot

ChatGPT

Job description

H&R Block in Ohio is seeking a Seasonal Tax Associate to meet with clients, gather information, prepare returns, and answer questions with training from experienced teammates. This in-person role offers the chance to build tax knowledge and client relationships while contributing to the office during peak season.

No prior tax experience is required; training is provided. You will explain tax information clearly, identify savings opportunities, and support office priorities through teamwork and a