Seasonal Tax Associate - Client-Focused Tax Prep

H&R Block; Provo (UT); On-site; USD 22,000 - 33,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Associate for in-person work at a local Utah office. You will meet with clients, gather tax information, and prepare returns with guidance from experienced teammates.

No prior tax experience is required as training is provided; you’ll learn to identify tax savings opportunities and explain tax implications to clients while building strong relationships.

Qualifications

• 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 tools like Copilot and ChatGPT.

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

Clear communication

Problem solving

AI tools familiarity

Education

H&R Block Income Tax Course

High school diploma / GED

Job description

H&R Block is seeking a Seasonal Tax Associate for in-person work at a local Utah office. You will meet with clients, gather tax information, and prepare returns with guidance from experienced teammates.

No prior tax experience is required as training is provided; you’ll learn to identify tax savings opportunities and explain tax implications to clients while building strong relationships.