Seasonal Tax Associate: Client-Focused & Training

H&R Block, Inc.; Yulee (FL); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office in the United States. You will gather client information, prepare tax returns, and answer questions with training from day one.

The role emphasizes client service, accuracy, and teamwork, with opportunities to increase earnings as tax knowledge grows. Ideal candidates have a high school diploma and strong communication skills; a bachelor’s degree in accounting or finance is a plus.

Qualifications

• High school diploma or equivalent required.
• Strong customer service experience and clear communication.
• Problem-solving and ability to explain information simply.
• Familiarity with digital tools including AI-based assistants.

Responsibilities

• Meet with clients to gather tax information and discuss their tax situation.
• Prepare complete and accurate tax returns with training provided.
• Explain tax information clearly and offer recommendations.
• Identify tax-saving opportunities and relevant products.
• Use problem-solving skills to address client questions with guidance.
• Build strong client relationships and support office priorities.

Skills

Customer service

Communication

Problem-solving

AI tools familiarity

Teamwork

Education

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 work in-person at a local tax office in the United States. You will gather client information, prepare tax returns, and answer questions with training from day one.

The role emphasizes client service, accuracy, and teamwork, with opportunities to increase earnings as tax knowledge grows. Ideal candidates have a high school diploma and strong communication skills; a bachelor’s degree in accounting or finance is a plus.