Seasonal Tax Associate — Client-Focused Training

H&R Block, Inc.; Omak (WA); On-site; USD 19,000 - 25,000; Part time

Job summary

H&R Block, Inc. in Washington is seeking a Seasonal Tax Associate to begin a career in tax and client services with training from day one. You will work directly with clients to gather information, prepare tax returns, and answer questions in person at a local tax office.

Join a supportive team and earn an hourly rate with potential to increase earnings as you build tax knowledge. The role prioritizes client relationships and accuracy during tax season, with flexibility for evenings and weekends

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

High school diploma or GED

Bachelor's degree (preferred in accounting/finance)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. in Washington is seeking a Seasonal Tax Associate to begin a career in tax and client services with training from day one. You will work directly with clients to gather information, prepare tax returns, and answer questions in person at a local tax office.

Join a supportive team and earn an hourly rate with potential to increase earnings as you build tax knowledge. The role prioritizes client relationships and accuracy during tax season, with flexibility for evenings and weekends