Seasonal Tax Associate – Client-Focused Tax Prep & Training

H&R Block; Gallatin (TN); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to work with clients, gather information, and prepare tax returns under guidance. You will learn on the job with support from experienced teammates and earn an hourly rate that increases with tax knowledge. This in-person role is based at a local H&R Block tax office.

You will meet clients, explain tax concepts, and identify opportunities to save on taxes while collaborating with a team to support office priorities during peak season.

Qualifications

• Experience in a customer-service setting.
• Clear communication and active listening to understand client needs.
• Strong problem-solving abilities and data-organizing skills.
• Comfort with digital tools, including AI-based assistants.
• Must have a high school diploma or equivalent.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare tax returns with training and support from teammates.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and suggest relevant products and services.
• Address client questions with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service experience

Strong communication skills

Problem solving

Digital tools proficiency

High school diploma / GED

Education

High school diploma / GED

Bachelor’s degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to work with clients, gather information, and prepare tax returns under guidance. You will learn on the job with support from experienced teammates and earn an hourly rate that increases with tax knowledge. This in-person role is based at a local H&R Block tax office.

You will meet clients, explain tax concepts, and identify opportunities to save on taxes while collaborating with a team to support office priorities during peak season.