Seasonal Tax Associate: Client-Focused & Training-Driven

H&R Block; Great Falls (MT); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block in Great Falls, MT offers a seasonal Tax Associate role in-person at a local tax office. You’ll meet with clients, gather information, and prepare tax returns with support from experienced teammates.

No prior tax experience is required and you’ll earn an hourly rate with opportunities to increase earnings as you build knowledge. You’ll work with the team to explain tax information clearly, identify savings opportunities, and provide recommendations in a way clients can easily

Qualifications

• Successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment
• 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 an understandable way
• Identify tax savings opportunities and recommend relevant products and services
• Apply problem-solving skills to analyze client information and address questions with guidance
• Build strong client relationships and support office priorities through teamwork and a client-first approach

Skills

Customer service

Communication

Problem solving

Digital tools (AI copilots)

Education

High school diploma/GED

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block in Great Falls, MT offers a seasonal Tax Associate role in-person at a local tax office. You’ll meet with clients, gather information, and prepare tax returns with support from experienced teammates.

No prior tax experience is required and you’ll earn an hourly rate with opportunities to increase earnings as you build knowledge. You’ll work with the team to explain tax information clearly, identify savings opportunities, and provide recommendations in a way clients can easily