Seasonal Tax Associate — Client‑Focused Tax Prep

H&R Block, Inc.; South Lyon (MI); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block in the United States is seeking a Seasonal Tax Associate to help clients with tax preparation and related services. No prior tax experience is required as training is provided from day one.

You will meet with clients in-person at a local H&R Block tax office, gather information, prepare returns, and answer questions while building client relationships and tax knowledge. The role includes busy peak periods and potential evenings or weekends.

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-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

Customer service

Communication

Problem solving

AI tools proficiency

Education

High school diploma

Bachelor’s degree in accounting/finance/related field

Tools

Copilot

ChatGPT

Job description

H&R Block in the United States is seeking a Seasonal Tax Associate to help clients with tax preparation and related services. No prior tax experience is required as training is provided from day one.

You will meet with clients in-person at a local H&R Block tax office, gather information, prepare returns, and answer questions while building client relationships and tax knowledge. The role includes busy peak periods and potential evenings or weekends.