Seasonal Tax Associate: Client-Focused Tax Prep

H&R Block, Inc.; Cleveland (MS); On-site; USD 17,000 - 22,000; Part time

Benefits offered by this job

On-site training

Flexible hours

Competitive hourly pay

Job summary

H&R Block is seeking a seasonal Tax Associate for in-person service at a local tax office. You will meet with clients, gather tax information, and prepare returns with guidance from experienced teammates.

Training and support are provided from day one to help you build tax knowledge and client relationships. The role emphasizes customer service, clear communication, and the use of digital tools like AI-based assistants to enhance accuracy and efficiency.

Qualifications

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

Tax course

Education

Bachelor’s degree in accounting/finance

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate for in-person service at a local tax office. You will meet with clients, gather tax information, and prepare returns with guidance from experienced teammates.

Training and support are provided from day one to help you build tax knowledge and client relationships. The role emphasizes customer service, clear communication, and the use of digital tools like AI-based assistants to enhance accuracy and efficiency.