Seasonal Tax Associate: Client-Focused & Training-Driven

H&R Block, Inc.; Destin (FL); On-site; USD 21,000 - 30,000; Full time

Job summary

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

Training is provided from day one, and you can increase earnings as tax knowledge grows. Ideal candidates have customer-service experience and strong communication skills, with flexibility for peak tax season hours.

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.
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach.

Skills

Customer service

Communication

Problem solving

AI tools (Copilot, ChatGPT)

Education

High school diploma / GED

Bachelor’s degree in accounting/finance or related field

Tools

Copilot

ChatGPT

Job description

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

Training is provided from day one, and you can increase earnings as tax knowledge grows. Ideal candidates have customer-service experience and strong communication skills, with flexibility for peak tax season hours.