Seasonal Tax Associate: Client-Focused Tax Prep (In-Office)

H&R Block, Inc.; Shawnee (OK); On-site; USD 22,000 - 33,000; Part time

Job summary

H&R Block in Oklahoma is seeking a seasonal Tax Associate to join the tax office in Shawnee. You will meet with clients, gather information, prepare tax returns, and answer questions with training and support from teammates.

No prior tax experience required; you will earn an hourly rate with opportunities to increase earnings as you build tax knowledge. This is an in-person office role with peak-season hours.

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

Customer service

Communication

Problem solving

AI tools familiarity

Education

High school diploma or GED

Bachelor's degree (preferred) in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block in Oklahoma is seeking a seasonal Tax Associate to join the tax office in Shawnee. You will meet with clients, gather information, prepare tax returns, and answer questions with training and support from teammates.

No prior tax experience required; you will earn an hourly rate with opportunities to increase earnings as you build tax knowledge. This is an in-person office role with peak-season hours.