Seasonal Tax Associate - Client-Focused Tax Prep

H&R Block; Edmond (OK); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block in Edmond, OK is seeking a seasonal Tax Associate to help clients prepare returns and learn tax fundamentals with training and support from experienced teammates. You will meet with clients, gather information, prepare returns, explain tax concepts clearly, and identify potential tax savings opportunities.

The role is in-person at a local tax office and offers an hourly rate with opportunities to increase earnings as you build knowledge and tax skills throughout the season.

Qualifications

• Successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment (or enrollment).
• 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

Teamwork

Education

High school diploma / GED

Bachelor's degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block in Edmond, OK is seeking a seasonal Tax Associate to help clients prepare returns and learn tax fundamentals with training and support from experienced teammates. You will meet with clients, gather information, prepare returns, explain tax concepts clearly, and identify potential tax savings opportunities.

The role is in-person at a local tax office and offers an hourly rate with opportunities to increase earnings as you build knowledge and tax skills throughout the season.