Seasonal Tax Associate — Client-Focused & Training-Driven

H&R Block; Beavercreek (OH); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate to join our in-person tax office team. You will meet with clients to gather information, prepare returns with guidance from experienced teammates, and explain tax concepts clearly.

Training and support are provided from day one, and earnings are hourly with potential increases as tax knowledge grows. Work hours range from 15 to 35 per week, with up to 40 hours during peak periods, and no prior tax experience is required.

Qualifications

• Successful completion of the HR 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 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

Digital tools

Education

High school diploma / GED

Bachelor's degree in accounting or finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to join our in-person tax office team. You will meet with clients to gather information, prepare returns with guidance from experienced teammates, and explain tax concepts clearly.

Training and support are provided from day one, and earnings are hourly with potential increases as tax knowledge grows. Work hours range from 15 to 35 per week, with up to 40 hours during peak periods, and no prior tax experience is required.