Seasonal Tax Associate: Client-Focused Training

H&R Block, Inc.; Guntersville (AL); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate for in-person work at a local tax office. No prior tax experience required, with training and support from day one to prepare returns and assist clients while building client relationships.

You will meet with clients, gather information, and explain tax options, with opportunities to increase earnings as tax knowledge grows. Flexible hours during peak season are available.

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 experience

Clear communication

Problem solving

Digital tools familiarity

High school diploma/GED

Education

High school diploma / GED/ equivalent

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate for in-person work at a local tax office. No prior tax experience required, with training and support from day one to prepare returns and assist clients while building client relationships.

You will meet with clients, gather information, and explain tax options, with opportunities to increase earnings as tax knowledge grows. Flexible hours during peak season are available.