Seasonal Tax Associate — Client-Focused Tax Prep

H&R Block, Inc.; Libby (MT); On-site; USD 25,000 - 30,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to join our local office in Libby, Montana. You will meet with clients, gather tax information, and prepare returns with guidance from experienced teammates.

No prior tax experience is required; you will receive training and support from day one to build client relationships and tax knowledge while earning an hourly rate during peak season.

Qualifications

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

Tax knowledge

Client interaction

Clear communication

Problem solving

AI tooling familiarity

High school diploma or GED

Education

High school diploma or GED

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to join our local office in Libby, Montana. You will meet with clients, gather tax information, and prepare returns with guidance from experienced teammates.

No prior tax experience is required; you will receive training and support from day one to build client relationships and tax knowledge while earning an hourly rate during peak season.