Seasonal Tax Associate: Client‑Focused Tax Prep

H&R Block; Sebastian (FL); Vor Ort; USD 21.000 - 30.000; Teilzeit

Zusammenfassung

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates. You will explain tax concepts clearly, identify savings opportunities, and provide recommendations in a client-friendly way.

This in-person role emphasizes building strong client relationships and teamwork at a local tax office. Applicants should have completed the H&R Block Income Tax Course or equivalent, with strong communication and

Qualifikationen

• High school diploma or equivalent required.
• Experience interacting with customers in a service setting.
• Strong communication and questioning skills to understand needs.
• Problem-solving ability to organize information and identify solutions.
• Comfort with digital tools; familiarity with AI-based tools like Copilot and ChatGPT.

Aufgaben

• 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 relevant products and services.
• Build strong client relationships and support office priorities.

Kenntnisse

Customer service

Clear communication

Problem solving

Ability to learn tax concepts

Team collaboration

Ausbildung

High school diploma or GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Jobbeschreibung

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates. You will explain tax concepts clearly, identify savings opportunities, and provide recommendations in a client-friendly way.

This in-person role emphasizes building strong client relationships and teamwork at a local tax office. Applicants should have completed the H&R Block Income Tax Course or equivalent, with strong communication and