Seasonal Tax Associate: Client-Focused Tax Prep

H&R Block, Inc.; Waverly (TN); On-site; USD 21,000 - 34,000; Part time

Job summary

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

Training is provided and you’ll learn to identify tax savings opportunities and explain complex information clearly. No prior tax experience is required; strong communication, problem-solving, and customer service skills are essential.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service-oriented environment.
• Strong communication skills and ability to explain information clearly.
• Problem-solving abilities for organizing information and finding solutions.
• Comfort using digital tools, including AI-based tools like Copilot and ChatGPT.

Responsibilities

• 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 recommend relevant products and services
• Apply problem-solving skills to analyze client information and address questions or unique situations with guidance
• Build strong client relationships and support office priorities through teamwork

Skills

Customer service experience

Communication skills

Problem-solving

Digital tool proficiency

High school diploma

Education

High school diploma or GED

Bachelor’s degree in accounting/finance

Tools

AI tools (Copilot, ChatGPT)

Job description

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

Training is provided and you’ll learn to identify tax savings opportunities and explain complex information clearly. No prior tax experience is required; strong communication, problem-solving, and customer service skills are essential.