Seasonal Tax Associate: Client‑Focused Tax Prep

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

Job summary

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

The role emphasizes clear communication, problem-solving, and building strong client relationships. No prior tax experience is required—training provided. Hours are 15–40 per week, with potential for higher hours during peak seasons.

Qualifications

• Completed H&R Block Income Tax Course
• Experience interacting with customers in a service 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
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Skills

Customer service

Communication

Problem solving

AI tools

Education

H&R Block Income Tax Course

High school diploma/GED

Job description

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

The role emphasizes clear communication, problem-solving, and building strong client relationships. No prior tax experience is required—training provided. Hours are 15–40 per week, with potential for higher hours during peak seasons.