Seasonal Tax Associate: Client-Focused Training

H&R Block, Inc.; Omaha (NE); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to gain hands-on experience in tax and client services. You’ll meet with clients to gather information, prepare returns with guidance from experienced teammates, and explain tax concepts clearly while identifying savings opportunities.

This in-person role offers day-one training, supportive teammates, and opportunities to build strong client relationships and tax knowledge during peak season.

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

Strong communication

Client service mindset

Problem solving

Digital tools & AI awareness

Education

High school diploma / GED

Bachelor’s degree in accounting/finance or related field

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to gain hands-on experience in tax and client services. You’ll meet with clients to gather information, prepare returns with guidance from experienced teammates, and explain tax concepts clearly while identifying savings opportunities.

This in-person role offers day-one training, supportive teammates, and opportunities to build strong client relationships and tax knowledge during peak season.