Seasonal Tax Associate: Client-Focused Tax Prep

H&R Block, Inc.; Red Bay (AL); On-site; USD 25,000 - 36,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Associate for an in-person role at a local tax office in Alabama. You will begin a career in tax and client services with comprehensive training, gathering information from clients, preparing returns, and answering questions while building client relationships.

No prior tax experience is required as training and ongoing support are provided. You’ll earn a competitive hourly rate and have opportunities to increase earnings as you build tax knowledge and skills

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent.
• 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

Strong communication

Customer service experience

Problem-solving

Explain information clearly

AI tools awareness (Copilot/ChatGPT)

Education

High school diploma or equivalent

Bachelor's degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate for an in-person role at a local tax office in Alabama. You will begin a career in tax and client services with comprehensive training, gathering information from clients, preparing returns, and answering questions while building client relationships.

No prior tax experience is required as training and ongoing support are provided. You’ll earn a competitive hourly rate and have opportunities to increase earnings as you build tax knowledge and skills