Seasonal Tax Associate - Client-Focused Tax Prep

H&R Block, Inc.; Ozark (AL); On-site; USD 19,000 - 30,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to join a local tax office. You will meet with clients to collect information and prepare tax returns with training and support from experienced teammates.

This in-person role offers an hourly rate with opportunities to increase earnings as you gain tax knowledge, and no prior tax experience is required. You'll build client relationships, explain tax information clearly, and identify potential savings for clients.

Qualifications

• Completion of the H&R Block Income Tax Course.
• 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 experience

Strong communication skills

Problem-solving skills

AI tools familiarity (Copilot/ChatGPT)

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance or related field

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to join a local tax office. You will meet with clients to collect information and prepare tax returns with training and support from experienced teammates.

This in-person role offers an hourly rate with opportunities to increase earnings as you gain tax knowledge, and no prior tax experience is required. You'll build client relationships, explain tax information clearly, and identify potential savings for clients.