Seasonal Tax Associate: Client-Focused Tax Prep

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

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate for in-person work at a local tax office. You will collect client information, prepare returns, and answer questions with training and support from experienced teammates.

Experience in customer service and strong communication are valued, along with the ability to explain tax concepts clearly and identify potential savings for clients during peak tax season.

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent tax knowledge.
• Experience interacting with customers or clients in a service-oriented environment.
• Strong communication skills, including explaining information clearly and asking questions to understand needs.
• Comfort using digital tools and systems, including 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 support.
• Explain tax information clearly and provide client-friendly recommendations.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information and address questions.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service experience

Communication skills

Problem solving

AI tools familiarity

Education

High school diploma or GED

Bachelor's degree in accounting/finance or related field

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate for in-person work at a local tax office. You will collect client information, prepare returns, and answer questions with training and support from experienced teammates.

Experience in customer service and strong communication are valued, along with the ability to explain tax concepts clearly and identify potential savings for clients during peak tax season.