Seasonal Tax Associate — Client-Focused & Training

H&R Block, Inc.; Tacoma (WA); On-site; USD 22,000 - 26,000; Part time

Job summary

H&R Block, Inc. in Tacoma is seeking a seasonal Tax Associate to help clients with information gathering, tax return preparation, and answering questions. No prior tax experience is required, with training and support from day one.

This is an in-person role at a local H&R Block tax office. You will meet with clients, prepare returns, explain tax information, identify savings opportunities, and work with teammates to deliver great service.

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

Problem solving

AI tools

Education

High school diploma or GED

Bachelor’s degree (preferred)

Job description

H&R Block, Inc. in Tacoma is seeking a seasonal Tax Associate to help clients with information gathering, tax return preparation, and answering questions. No prior tax experience is required, with training and support from day one.

This is an in-person role at a local H&R Block tax office. You will meet with clients, prepare returns, explain tax information, identify savings opportunities, and work with teammates to deliver great service.