Seasonal Tax Associate: Client-Focused Tax Prep

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

Job summary

H&R Block is seeking a Seasonal Tax Associate in the local tax office to start a career in tax and client services. No prior tax experience is required, as training and support are provided from day one while you work directly with clients to gather information and prepare returns.

You’ll meet with clients, explain tax information clearly, identify savings opportunities, and build strong relationships through teamwork.

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

Clear communication

Problem solving

Digital tools

Education

High school diploma / GED/ equivalent

Job description

H&R Block is seeking a Seasonal Tax Associate in the local tax office to start a career in tax and client services. No prior tax experience is required, as training and support are provided from day one while you work directly with clients to gather information and prepare returns.

You’ll meet with clients, explain tax information clearly, identify savings opportunities, and build strong relationships through teamwork.