Seasonal Tax Associate — Client-Focused, Training

H&R Block, Inc.; Sugar Land (TX); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block in Sugar Land, Texas is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll gather client information, prepare tax returns with support from teammates, and explain tax details clearly while identifying savings opportunities.

No prior tax experience is required; training starts on day one. Availability includes evenings and weekends during tax season, with an hourly pay structure and opportunities to increase earnings as knowledge grows.

Qualifications

• Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
• High school diploma or GED required.
• Experience interacting with customers in a service-oriented environment.
• Strong communication and problem-solving skills.
• Ability to use digital tools including 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.
• Identify tax savings opportunities and recommend products and services.
• Address questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Problem solving

Digital literacy

Education

High school diploma or GED

H&R Block Income Tax Course

Bachelor's degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block in Sugar Land, Texas is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll gather client information, prepare tax returns with support from teammates, and explain tax details clearly while identifying savings opportunities.

No prior tax experience is required; training starts on day one. Availability includes evenings and weekends during tax season, with an hourly pay structure and opportunities to increase earnings as knowledge grows.