Seasonal Tax Associate — Client-Focused Tax Prep & Training

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

Benefits offered by this job

Competitive hourly pay

Job summary

H&R Block, Inc. seeks a seasonal Tax Associate to help clients with gathering information and preparing tax returns. No prior tax experience required, with training from day one. This in-person role is based in a local H&R Block tax office.

You will meet clients, explain tax information clearly, and look for tax savings opportunities while building strong client relationships during peak tax season.

Qualifications

• H.R. Block Income Tax Course completion (required).
• Experience interacting with customers in a service environment.
• Strong communication; ability to explain information clearly.
• Problem-solving and information-organizing skills.
• Comfort using digital tools and AI-based systems.

Responsibilities

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

Education

High School Diploma / GED

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. seeks a seasonal Tax Associate to help clients with gathering information and preparing tax returns. No prior tax experience required, with training from day one. This in-person role is based in a local H&R Block tax office.

You will meet clients, explain tax information clearly, and look for tax savings opportunities while building strong client relationships during peak tax season.