Seasonal Tax Associate: Client-Focused, Training-Driven

H&R Block, Inc.; Coldwater (MI); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll meet clients, gather information, prepare returns with training and support from experienced teammates.

No prior tax experience required; you’ll earn a competitive hourly rate with opportunities to increase earnings as you build tax knowledge and performance during peak periods. Strong communication, customer-service experience, problem-solving, and comfort using AI-based tools like Copilot and ChatGPT

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 included 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

AI tools familiarity

Teamwork

Education

High school diploma or GED

Bachelor's degree preferred

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll meet clients, gather information, prepare returns with training and support from experienced teammates.

No prior tax experience required; you’ll earn a competitive hourly rate with opportunities to increase earnings as you build tax knowledge and performance during peak periods. Strong communication, customer-service experience, problem-solving, and comfort using AI-based tools like Copilot and ChatGPT