Seasonal Tax Associate - Client-Focused Tax Prep

H&R Block, Inc.; Richmond Heights (OH); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block in Ohio is seeking a seasonal Tax Associate to join a local tax office. No prior tax experience is required, as training and support are provided from day one.

You’ll work directly with clients to gather information, prepare returns, and answer questions while building valuable client relationships. You will meet with clients to gather information, prepare complete tax returns, and explain tax concepts clearly, identifying savings opportunities and providing recommendations.

Qualifications

• Successful 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

Communication skills

Customer service experience

Problem-solving skills

Digital tools (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 in Ohio is seeking a seasonal Tax Associate to join a local tax office. No prior tax experience is required, as training and support are provided from day one.

You’ll work directly with clients to gather information, prepare returns, and answer questions while building valuable client relationships. You will meet with clients to gather information, prepare complete tax returns, and explain tax concepts clearly, identifying savings opportunities and providing recommendations.