Seasonal Tax Associate — Client-Focused Tax Prep & Growth

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

Job summary

H&R Block, Inc. seeks a seasonal Tax Associate to assist clients at a local tax office in Phoenix. You’ll gather information, prepare returns, and answer questions with training provided from day one. This in-person role offers a pathway to increase earnings as tax knowledge grows and client relationships strengthen.

No prior tax experience is required; you’ll work alongside experienced teammates, collaborating to deliver accurate filings and great customer service during peak season.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers or clients in a service environment.
• Strong communication skills, including explaining information clearly.
• Problem-solving skills with ability to organize information.
• Comfort using digital tools including AI-based tools like Copilot and ChatGPT.
• High school diploma or GED/equivalent.

Responsibilities

• Meet with clients to gather information and understand tax situations.
• Prepare complete and accurate tax returns with support from teammates.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and relevant product/services.
• Use problem-solving to address questions with guidance and resources.
• Build strong client relationships and support office priorities.

Skills

Communication skills

Customer service

Problem solving

Digital tools proficiency

Questioning needs

Education

High school diploma / GED

Bachelor's degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. seeks a seasonal Tax Associate to assist clients at a local tax office in Phoenix. You’ll gather information, prepare returns, and answer questions with training provided from day one. This in-person role offers a pathway to increase earnings as tax knowledge grows and client relationships strengthen.

No prior tax experience is required; you’ll work alongside experienced teammates, collaborating to deliver accurate filings and great customer service during peak season.