Seasonal Tax Associate - Client-Focused Tax Prep

H&R Block; Okemos (MI); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with training support. You will explain tax information clearly and offer recommendations while identifying potential savings opportunities.

As you build tax knowledge and client relationships, you can enhance earnings through performance while serving clients with a client-first mindset in a collaborative office environment.

Qualifications

• Experience interacting with customers in a service-oriented environment.
• Strong communication skills and ability to explain information clearly.
• Problem-solving skills with ability to organize information.
• Comfort using AI-based tools like Copilot and ChatGPT.
• High school diploma or GED or 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 an understandable way.
• 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.
• 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

Education

High School diploma / GED / equivalent

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with training support. You will explain tax information clearly and offer recommendations while identifying potential savings opportunities.

As you build tax knowledge and client relationships, you can enhance earnings through performance while serving clients with a client-first mindset in a collaborative office environment.