Seasonal Tax Associate - Client-Focused Tax Prep

H&R Block, Inc.; Crab Orchard (WV); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to work in person at a local tax office. You’ll gather client information, prepare returns, and answer questions while building client relationships and tax knowledge. Training and mentorship are provided, with pay based on an hourly rate and potential earnings growth during peak periods.

The role emphasizes customer service, problem solving, and clear communication to help clients understand tax options and maximize savings opportunities.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers 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

Strong communication

Problem-solving

Customer service

Digital tools

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to work in person at a local tax office. You’ll gather client information, prepare returns, and answer questions while building client relationships and tax knowledge. Training and mentorship are provided, with pay based on an hourly rate and potential earnings growth during peak periods.

The role emphasizes customer service, problem solving, and clear communication to help clients understand tax options and maximize savings opportunities.