Seasonal Tax Associate — Client-Focused Training

H&R Block; Merritt Island (FL); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Associate to join a local office in Florida. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

You will explain tax details clearly and identify savings opportunities, while building strong client relationships. Training is provided from day one, and the role offers a pathway to increase earnings as tax knowledge grows.

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

Communication skills

Problem solving

Digital tools familiarity

Education

H&R Block Income Tax Course

High school diploma / GED

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to join a local office in Florida. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

You will explain tax details clearly and identify savings opportunities, while building strong client relationships. Training is provided from day one, and the role offers a pathway to increase earnings as tax knowledge grows.