Seasonal Tax Associate: Client-Focused Tax Prep & Training

H&R Block, Inc.; Lindström (MN); On-site; USD 19,000 - 25,000; Full time

Benefits offered by this job

Medical insurance

401(k) plan

Employee Assistance Program

Fitness center access

Associate discount

Job summary

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with training from experienced teammates.

You’ll explain tax information clearly, identify savings opportunities, and build lasting client relationships through teamwork and a client-first approach. The role offers an hourly pay range, opportunities to increase earnings as tax knowledge grows, and availability during peak periods.

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 including 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

Digital tools

Explain tax info clearly

Education

High school diploma / GED

H&R Block Income Tax Course

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with training from experienced teammates.

You’ll explain tax information clearly, identify savings opportunities, and build lasting client relationships through teamwork and a client-first approach. The role offers an hourly pay range, opportunities to increase earnings as tax knowledge grows, and availability during peak periods.