Seasonal Tax Associate — Client-Focused & Training-Driven

H&R Block; East Wenatchee (WA); Vor Ort; USD 19.000 - 25.000; Teilzeit

Zusammenfassung

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

The role emphasizes building client relationships and identifying tax-saving opportunities while delivering strong service. No prior tax experience is required as comprehensive training and support are provided from day one.

Qualifikationen

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service environment.
• Strong communication and ability to explain information clearly.
• Problem-solving and ability to organize information.
• Comfort using digital tools including AI-based tools like Copilot and ChatGPT.
• High school diploma / GED or equivalent.

Aufgaben

• 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 and a client-first approach.

Kenntnisse

Customer service experience

Communication skills

Problem-solving

Adaptability with digital tools

Team collaboration

Ausbildung

High school diploma / GED

Bachelor’s degree in accounting or finance

Tools

Copilot

ChatGPT

Jobbeschreibung

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

The role emphasizes building client relationships and identifying tax-saving opportunities while delivering strong service. No prior tax experience is required as comprehensive training and support are provided from day one.