Seasonal Tax Associate - Client-Focused & Training

H&R Block, Inc.; Mayfield Heights (OH); On-site; USD 2,066,000 - 3,444,000; Part time

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 tax information, and prepare tax returns with training and support from teammates.

The role emphasizes clear communication, identifying tax savings, and building client relationships during tax season. Prior tax coursework and customer service experience are valued, with flexibility to work evenings/weekends 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 included AI based tools like Copilot and ChatGPT.

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

Strong communication skills

Problem-solving

Ability to work evenings/weekends

AI tools familiarity (Copilot/ChatGPT)

Education

High school diploma / GED

H&R Block Income Tax Course completed

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 tax information, and prepare tax returns with training and support from teammates.

The role emphasizes clear communication, identifying tax savings, and building client relationships during tax season. Prior tax coursework and customer service experience are valued, with flexibility to work evenings/weekends during peak periods.