Seasonal Tax Associate — Client-Focused Tax Prep

H&R Block, Inc.; Jackson (MI); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Associate to join our local tax office. You will work directly with clients to gather information, prepare returns, and answer questions while building client relationships. Training and support provided from day one; in-person role with flexible hours during tax season.

No prior tax experience required, but customer service experience and strong communication are important. Availability for peak periods and evenings/weekends is common in tax season.

Qualifications

• 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 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

Customer service experience

Strong communication

Problem solving

AI tools familiarity

Education

High school diploma / GED

Bachelor’s degree in accounting or finance (preferred)

Job description

H&R Block is seeking a Seasonal Tax Associate to join our local tax office. You will work directly with clients to gather information, prepare returns, and answer questions while building client relationships. Training and support provided from day one; in-person role with flexible hours during tax season.

No prior tax experience required, but customer service experience and strong communication are important. Availability for peak periods and evenings/weekends is common in tax season.