Seasonal Tax Associate — Client-Focused Tax Prep

H&R Block

DeFuniak Springs (FL)

On-site

USD 21,000 - 34,000

Full time

14 days+

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Job summary

H&R Block is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with support from experienced teammates. You will explain tax information clearly and identify savings opportunities, while building strong client relationships in a local office.

No prior tax experience is required; you will earn a competitive hourly rate and opportunities to grow as you gain tax knowledge.

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.