Seasonal Tax Associate: Client-Focused Training

H&R Block, Inc.

Baldwin City (KS)

On-site

USD 21,000 - 34,000

Part time

14 days+
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Job summary

H&R Block is seeking a seasonal Tax Associate in Overland Park, KS to meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. You will learn on the job, address client questions, and identify potential tax savings opportunities, contributing to a client-first team effort.

The role emphasizes strong communication, problem-solving, and comfort with digital tools, with evening/weekend availability during peak tax season.

Qualifications

  • Completion of the H&R Block Income Tax Course 1
  • Experience interacting with customers in a service-oriented environment
  • Strong communication skills, including explaining information clearly
  • Problem-solving skills, including organizing information and identifying solutions
  • Comfort using digital tools and AI-based tools such as 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 / AI

Education

High school diploma / GED
H&R Block Income Tax Course 1

Tools

Copilot
ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate in Overland Park, KS to meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. You will learn on the job, address client questions, and identify potential tax savings opportunities, contributing to a client-first team effort.

The role emphasizes strong communication, problem-solving, and comfort with digital tools, with evening/weekend availability during peak tax season.

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