Seasonal Tax Associate: Client-Focused Tax Prep

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

Job summary

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

The role emphasizes clear communication, problem solving, and client-focused service, with training and opportunities to grow tax knowledge and earnings during peak periods.

Qualifications

• Successful completion of the H&R Block Income Tax Course 1
• 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 experience

Strong communication skills

Problem solving

AI tools (Copilot, ChatGPT)

High school diploma or GED

Education

Bachelor's degree in accounting/finance or related field

Tools

AI tools (Copilot, ChatGPT)

Job description

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

The role emphasizes clear communication, problem solving, and client-focused service, with training and opportunities to grow tax knowledge and earnings during peak periods.