Seasonal Tax Associate — Client-Focused Tax Prep

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

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. You will explain tax concepts clearly and help clients understand recommendations while seeking tax savings opportunities.

This in-person role emphasizes building relationships and supporting office priorities through teamwork. No prior tax experience is required; full training is provided.

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent training.
• 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.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service

Clear communication

Problem solving

AI tools familiarity

Teamwork

Education

High school diploma/GED

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. You will explain tax concepts clearly and help clients understand recommendations while seeking tax savings opportunities.

This in-person role emphasizes building relationships and supporting office priorities through teamwork. No prior tax experience is required; full training is provided.