Seasonal Tax Associate — Client-Focused & Training-Driven

H&R Block, Inc.; Altavista (VA); On-site; USD 20,000 - 25,000; Part time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates. You’ll explain tax details clearly, identify savings opportunities, and help clients navigate questions with a client-first approach.

The role is in-person at a local H&R Block tax office, with a focus on building strong client relationships and growing tax knowledge through hands-on experience and available resources.

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 experience

Strong communication

Problem solving

AI tools familiarity

Tax knowledge or coursework

Education

H&R Block Income Tax Course

High school diploma / GED / equivalent

Bachelor's degree in accounting/finance or related field

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates. You’ll explain tax details clearly, identify savings opportunities, and help clients navigate questions with a client-first approach.

The role is in-person at a local H&R Block tax office, with a focus on building strong client relationships and growing tax knowledge through hands-on experience and available resources.