Seasonal Tax Associate - Client-Focused Tax Prep

H&R Block, Inc.; Quincy (FL); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block in Florida is seeking a seasonal Tax Associate to work in person at a local tax office. You’ll gather client information, prepare returns with training, explain tax concepts clearly, and identify opportunities to improve clients’ tax outcomes. Strong communication, problem solving, and comfort with AI tools are valued; hours 15–35 per week, with up to 40 during peak season.

No prior tax experience is required as training and support are provided from day one.

Qualifications

• High school diploma or equivalent (GED).
• Completed the H&R Block Income Tax Course.
• Experience interacting with customers in a service environment.
• Strong communication and listening skills.
• Ability to explain tax information clearly.
• Familiarity with 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.
• Build strong client relationships and support office priorities through teamwork.

Skills

Communication skills

Problem solving

Digital tools

Education

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

H&R Block in Florida is seeking a seasonal Tax Associate to work in person at a local tax office. You’ll gather client information, prepare returns with training, explain tax concepts clearly, and identify opportunities to improve clients’ tax outcomes. Strong communication, problem solving, and comfort with AI tools are valued; hours 15–35 per week, with up to 40 during peak season.

No prior tax experience is required as training and support are provided from day one.