Seasonal Tax Associate: Client-Focused Tax Prep & Growth

H&R Block, Inc.; Broussard (LA); On-site; USD 19,000 - 25,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to begin a career in tax and client services with training from day one. You’ll work with clients to gather information, prepare returns, and answer questions in person at a local H&R Block office.

You will meet with clients, prepare accurate returns, explain tax information clearly, and identify tax savings opportunities while building client relationships and collaborating with teammates.

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 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

Client service

Strong communication

Questioning to understand needs

Problem-solving

Digital tools (AI Copilot/ChatGPT)

Customer interaction

Education

High school diploma / GED

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to begin a career in tax and client services with training from day one. You’ll work with clients to gather information, prepare returns, and answer questions in person at a local H&R Block office.

You will meet with clients, prepare accurate returns, explain tax information clearly, and identify tax savings opportunities while building client relationships and collaborating with teammates.