Seasonal Tax Associate: Client-Focused Tax Prep & Support

H&R Block, Inc.; Sherman (TX); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll gather client information, prepare returns, and answer questions with support from experienced teammates. Earn an hourly rate with opportunities to increase as you build tax knowledge through the season.

No prior tax experience required; full training provided, and you’ll be part of a client-first team focused on accurate results and helpful guidance for clients.

Qualifications

• 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.

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.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service experience

Communication skills

Problem-solving

Tech tools familiarity

Education

High school diploma / GED

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 gather client information, prepare returns, and answer questions with support from experienced teammates. Earn an hourly rate with opportunities to increase as you build tax knowledge through the season.

No prior tax experience required; full training provided, and you’ll be part of a client-first team focused on accurate results and helpful guidance for clients.