Seasonal Tax Associate: Client-Focused Tax Prep & Support

H&R Block; Inverness (FL); On-site; USD 25,000 - 36,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll meet with clients, collect tax information, and prepare returns with guidance from experienced teammates. You’ll explain tax details clearly and help clients understand recommendations while spotting savings opportunities.

Strong teamwork and client service are essential. This role offers training and day-one support, with competitive hourly pay and potential to grow tax knowledge during peak season.

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 and ability to explain information clearly.
• Problem-solving abilities and organizational skills.
• Comfort using digital tools and systems including AI-based tools.
• High school diploma or equivalent.

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 clients can understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Address questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Problem solving

Digital tools

Teamwork

Education

Income Tax Course

Bachelor's degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll meet with clients, collect tax information, and prepare returns with guidance from experienced teammates. You’ll explain tax details clearly and help clients understand recommendations while spotting savings opportunities.

Strong teamwork and client service are essential. This role offers training and day-one support, with competitive hourly pay and potential to grow tax knowledge during peak season.