Seasonal Tax Associate — Client-Focused & Training-Driven

H&R Block; Bassett (VA); On-site; USD 19,000 - 25,000; Part time

Job summary

H&R Block, a seasonal Tax Associate role, offers hands-on client service from day one. You’ll meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. Training supports you as you explain tax concepts clearly and uncover savings opportunities, building valuable client relationships.

The position is in-person at a local H&R Block tax office, with a clear path to grow as tax knowledge expands and earnings increase during peak periods.

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

Communication skills

Customer service experience

Problem-solving

Digital tools familiarity

Team collaboration

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance, or related field

Job description

H&R Block, a seasonal Tax Associate role, offers hands-on client service from day one. You’ll meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. Training supports you as you explain tax concepts clearly and uncover savings opportunities, building valuable client relationships.

The position is in-person at a local H&R Block tax office, with a clear path to grow as tax knowledge expands and earnings increase during peak periods.