Seasonal Tax Associate - Client-Focused Tax Prep & Training

H&R Block, Inc.; Converse (TX); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block, Inc. seeks a Seasonal Tax Associate to assist clients with tax return preparation at a local office. You will gather information, prepare returns, and explain tax concepts with guidance from experienced teammates.

No prior tax experience is required as training and support are provided from day one. The role is in-person, offering an hourly rate with opportunities to increase earnings as tax knowledge grows.

Qualifications

• High school diploma or GED required.
• Successful completion of H&R Block Income Tax Course.
• Experience interacting with customers in a service environment.
• Strong communication skills and problem-solving ability.
• Comfort using 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

Communication

Problem solving

AI tools experience

Education

High school diploma / GED

Bachelor's degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. seeks a Seasonal Tax Associate to assist clients with tax return preparation at a local office. You will gather information, prepare returns, and explain tax concepts with guidance from experienced teammates.

No prior tax experience is required as training and support are provided from day one. The role is in-person, offering an hourly rate with opportunities to increase earnings as tax knowledge grows.