Seasonal Tax Associate: Client-Focused Tax Prep & Training

H&R Block, Inc.; Little Elm (TX); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to work in-person at a local tax office in Texas. You will greet clients, gather information, and assist in preparing tax returns under guidance from experienced teammates.

No prior tax experience is required; on-the-job training will build your tax knowledge, client service skills, and confidence. Availability for peak tax season hours and weekends is helpful.

Qualifications

• Successful completion of the H&R Block Income Tax Course 1.
• 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 included 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 skills

Problem-solving

AI tools (Copilot, ChatGPT)

Education

High school diploma / GED/ equivalent

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

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to work in-person at a local tax office in Texas. You will greet clients, gather information, and assist in preparing tax returns under guidance from experienced teammates.

No prior tax experience is required; on-the-job training will build your tax knowledge, client service skills, and confidence. Availability for peak tax season hours and weekends is helpful.