Seasonal Tax Associate: Client-Focused Returns & Training

H&R Block, Inc.; Grapevine (TX); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will gather client information, prepare tax returns with training, explain tax details clearly, and identify savings opportunities.

The role emphasizes client relationships, teamwork, and excellent service during tax season. No prior tax experience is required as comprehensive training and support are provided from day one.

Qualifications

• High school diploma or GED required.
• Experience in customer-facing roles.
• Strong communication and problem-solving skills.
• Comfort using AI-based tools like Copilot and ChatGPT.

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

Skills

Customer service

Communication skills

Problem solving

Needs assessment

Education

High school diploma/GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will gather client information, prepare tax returns with training, explain tax details clearly, and identify savings opportunities.

The role emphasizes client relationships, teamwork, and excellent service during tax season. No prior tax experience is required as comprehensive training and support are provided from day one.