Seasonal Tax Associate: Client-Focused Tax Prep

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

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to begin a career in tax and client services. You’ll work directly with clients to gather information, prepare tax returns, and answer questions with day-one support.

This in-person role operates at a local H&R Block tax office, with training and opportunities to increase earnings as knowledge grows. Meet with clients, prepare returns, explain tax information clearly, and identify savings opportunities.

Qualifications

• Completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is required.
• Experience interacting with customers in a service environment.
• Strong communication and the ability to explain information clearly.
• Problem-solving skills and the ability to organize information.
• Comfort using digital tools and systems, including AI-based tools.
• High school diploma or equivalent.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support.
• Explain tax information clearly and provide recommendations to clients.
• Identify tax savings opportunities and relevant products/services.
• Address client questions and unique situations with guidance.
• Build strong client relationships and support office priorities as a team.

Skills

Customer service

Communication

Problem solving

Digital tools (AI)

Teamwork

Education

High school diploma

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to begin a career in tax and client services. You’ll work directly with clients to gather information, prepare tax returns, and answer questions with day-one support.

This in-person role operates at a local H&R Block tax office, with training and opportunities to increase earnings as knowledge grows. Meet with clients, prepare returns, explain tax information clearly, and identify savings opportunities.