Seasonal Tax Associate - Client-Focused Tax Prep

H&R Block, Inc.; Bowie (MD); On-site; USD 23,000 - 29,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in person at a local tax office. You’ll gather client information, prepare returns with training support, and clearly explain tax details while identifying potential savings opportunities.

No prior tax experience is required; you will earn an hourly rate with opportunities to increase earnings as you build knowledge and client relationships during the tax season.

Qualifications

• Successful completion of the H&R Block Income Tax Course
• 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 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

Digital tools familiarity

Education

HS diploma / GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to work in person at a local tax office. You’ll gather client information, prepare returns with training support, and clearly explain tax details while identifying potential savings opportunities.

No prior tax experience is required; you will earn an hourly rate with opportunities to increase earnings as you build knowledge and client relationships during the tax season.