Seasonal Tax Associate — Client-Focused Tax Prep

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

Benefits offered by this job

Medical and prescription coverage

401(k) plan

Employee Assistance Program

Fitness center programs

Associate discount program

Travel Insurance / Life Insurance

Job summary

H&R Block is seeking a Seasonal Tax Associate for in-person work at a local tax office in Ohio. You will meet clients, gather information, and prepare returns with training and guidance from experienced teammates.

The role emphasizes clear communication, client service, and identifying tax-saving opportunities. No prior tax experience is required; the position offers training and potential to increase earnings as tax knowledge grows, with hours varying seasonally and evenings/weekends possible

Qualifications

• Completion of the H&R Block Income Tax Course or equivalent
• Experience interacting with customers or clients in a service environment
• Strong communication skills and ability to explain information clearly
• Problem-solving skills including organizing information and identifying solutions
• Comfort using digital tools and systems (AI-based tools included)
• High school diploma/GED or equivalent

Responsibilities

• Meet with clients to gather information and understand tax situations
• Prepare complete and accurate tax returns with training and support
• Explain tax information clearly and provide client-friendly recommendations
• Identify tax savings opportunities and relevant products/services
• Address questions or unique situations with guidance and resources
• Build strong client relationships and support office priorities through teamwork

Skills

Customer service

Communication

Problem-solving

Tech-savvy

Education

High school diploma or GED

Bachelor's degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate for in-person work at a local tax office in Ohio. You will meet clients, gather information, and prepare returns with training and guidance from experienced teammates.

The role emphasizes clear communication, client service, and identifying tax-saving opportunities. No prior tax experience is required; the position offers training and potential to increase earnings as tax knowledge grows, with hours varying seasonally and evenings/weekends possible