Seasonal Tax Associate: Client-Focused & Training-Backed

H&R Block; Silver Bay (MN); On-site; USD 19,000 - 25,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. This in-person role offers an entry into a tax and client services career.

You will explain tax information clearly, identify savings opportunities, and build strong client relationships while supporting office priorities through teamwork. Competitive hourly pay with potential to increase earnings as tax knowledge grows.

Qualifications

• High school diploma or GED required; basic finance knowledge helpful.
• Experience interacting with customers in a service environment is essential.
• Strong communication and ability to explain tax information clearly.
• Solid problem-solving skills with ability to organize information.
• Comfort with digital tools and AI-based tools like 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.
• Explain tax information clearly and provide recommendations clients can understand.
• Identify tax savings opportunities and suggest relevant products and services.
• Address questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Communication

Customer service

Problem solving

AI tools

Education

High school diploma or GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. This in-person role offers an entry into a tax and client services career.

You will explain tax information clearly, identify savings opportunities, and build strong client relationships while supporting office priorities through teamwork. Competitive hourly pay with potential to increase earnings as tax knowledge grows.