Seasonal Tax Associate: Client-Focused & Training-Driven

H&R Block; Fairfield (OH); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block seasonal Tax Associate is an in-person role at a local H&R Block tax office in Ohio. You’ll start with training and day-one client interactions to gather information, prepare returns, and answer questions while building valuable skills and client relationships.

No prior tax experience is required; you’ll earn a competitive hourly rate with opportunities to increase earnings as you build tax knowledge and grow in the role.

Qualifications

• Successful completion of the H&R Block Income Tax Course1
• 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 and available resources
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Skills

Customer service experience

Strong communication skills

Problem-solving

AI tools like Copilot and ChatGPT

Technical adaptability

Education

High school diploma / GED/ equivalent

Job description

H&R Block seasonal Tax Associate is an in-person role at a local H&R Block tax office in Ohio. You’ll start with training and day-one client interactions to gather information, prepare returns, and answer questions while building valuable skills and client relationships.

No prior tax experience is required; you’ll earn a competitive hourly rate with opportunities to increase earnings as you build tax knowledge and grow in the role.