Seasonal Tax Associate — Client-Focused & Training-Driven

H&R Block, Inc.; Blue Ash (OH); On-site; USD 2,066,000 - 3,444,000; Part time

Job summary

H&R Block in Blue Ash, Ohio is seeking a seasonal Tax Associate to gather client information, prepare tax returns, and answer questions with day-one training. You will work in-person at a local H&R Block tax office and build strong client relationships.

No prior tax experience is required; you will earn an hourly rate and can increase earnings as you build tax knowledge and grow in the role. Availability for peak periods, evenings, and weekends may be required.

Qualifications

• 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.

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 an understandable way.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving to analyze client information and address questions with guidance.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Problem solving

Digital tools (AI)

High school diploma

Education

High school diploma / GED

Bachelor's degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block in Blue Ash, Ohio is seeking a seasonal Tax Associate to gather client information, prepare tax returns, and answer questions with day-one training. You will work in-person at a local H&R Block tax office and build strong client relationships.

No prior tax experience is required; you will earn an hourly rate and can increase earnings as you build tax knowledge and grow in the role. Availability for peak periods, evenings, and weekends may be required.