Seasonal Tax Associate | Client-Focused Tax Prep

H&R Block, Inc.; Lutz (FL); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate for an in-person role in Florida. You will meet with clients, gather tax information, and prepare returns with guidance from experienced teammates.

The position emphasizes clear explanations, problem-solving, and identifying tax-saving opportunities to best serve clients. Training and support are provided from day one, and the role offers the chance to grow knowledge in tax and client services, with a competitive hourly rate and potential for

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers 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

Communication skills

Problem solving

Attention to detail

Copilot

ChatGPT

Education

High school diploma or GED

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate for an in-person role in Florida. You will meet with clients, gather tax information, and prepare returns with guidance from experienced teammates.

The position emphasizes clear explanations, problem-solving, and identifying tax-saving opportunities to best serve clients. Training and support are provided from day one, and the role offers the chance to grow knowledge in tax and client services, with a competitive hourly rate and potential for