Seasonal Tax Associate — Client-Focused Tax Prep

H&R Block, Inc.; Post Falls (ID); On-site; USD 2,066,000 - 3,444,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to meet with clients in person, gather tax information, and prepare returns with support from experienced teammates. No prior tax experience is required as comprehensive training is provided.

You will explain tax concepts clearly, identify savings opportunities, and build strong client relationships while working in a collaborative office environment during tax season.

Qualifications

• High school diploma or GED or equivalent required.
• Experience in customer service or client-facing roles preferred.
• Strong communication and questioning skills to understand client needs.
• Problem-solving ability and organizing information to identify solutions.
• Familiarity with digital tools and AI-based assistants (Copilot, ChatGPT).

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.
• Identify tax savings opportunities and offer relevant products and services.
• Collaborate with teammates to support office priorities and client service.

Skills

Customer service

Clear communication

Problem solving

Copilot

ChatGPT

Education

High school diploma or GED

Bachelor’s degree in accounting or finance

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to meet with clients in person, gather tax information, and prepare returns with support from experienced teammates. No prior tax experience is required as comprehensive training is provided.

You will explain tax concepts clearly, identify savings opportunities, and build strong client relationships while working in a collaborative office environment during tax season.