Seasonal Tax Associate: Client-Focused Tax Prep

H&R Block, Inc.; Lawrenceburg (KY); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block in Kentucky is seeking a seasonal Tax Associate to join our in-office tax office. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates, while explaining tax details clearly and offering recommendations to optimize outcomes.

The role emphasizes building client relationships, using digital tools, and contributing to team priorities during peak tax season. Availability for 15–40 hours weekly with evenings/weekends may be required.

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 / 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

Strong communication

Problem solving

Digital tools & AI tools

Education

High school diploma / GED / equivalent

Tools

Copilot

ChatGPT

Job description

H&R Block in Kentucky is seeking a seasonal Tax Associate to join our in-office tax office. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates, while explaining tax details clearly and offering recommendations to optimize outcomes.

The role emphasizes building client relationships, using digital tools, and contributing to team priorities during peak tax season. Availability for 15–40 hours weekly with evenings/weekends may be required.