Seasonal Tax Associate: Client-Focused Tax Prep

H&R Block; MIDDLETOWN (OH); On-site; USD 19,000 - 30,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Associate to work with clients in a local office. No prior tax experience is required as training and support are provided from day one. You will gather information, prepare tax returns, and respond to client questions while developing essential tax skills and relationships.

The role is in-person at a local H&R Block office, offering a competitive hourly rate. You’ll gain tax knowledge and have opportunities to increase earnings as you grow.

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent.
• Experience interacting with customers or clients in a service-oriented environment.
• Strong communication skills and ability to explain information clearly.
• 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 or 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 clients can understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information and address questions with available resources.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service

Communication skills

Problem solving

AI tools familiarity

High school diploma

Education

H&R Block Income Tax Course

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to work with clients in a local office. No prior tax experience is required as training and support are provided from day one. You will gather information, prepare tax returns, and respond to client questions while developing essential tax skills and relationships.

The role is in-person at a local H&R Block office, offering a competitive hourly rate. You’ll gain tax knowledge and have opportunities to increase earnings as you grow.