Seasonal Tax Associate: Client-Focused Tax Prep

H&R Block; Wenatchee (WA); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block in Wenatchee, WA is seeking a Seasonal Tax Associate to gather client information, prepare tax returns, and answer questions with training from day one. This in-person role offers a competitive hourly rate and opportunities to grow as tax knowledge increases.

Successful candidates will meet with clients, work with teammates, and help identify tax savings while building strong relationships. Evening and weekend availability during peak tax season is a plus.

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 included 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

Explain information clearly

Education

High school diploma / GED

Bachelor’s degree in accounting or related field (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block in Wenatchee, WA is seeking a Seasonal Tax Associate to gather client information, prepare tax returns, and answer questions with training from day one. This in-person role offers a competitive hourly rate and opportunities to grow as tax knowledge increases.

Successful candidates will meet with clients, work with teammates, and help identify tax savings while building strong relationships. Evening and weekend availability during peak tax season is a plus.