Seasonal Tax Associate: Client-Focused & Training-Driven

H&R Block, Inc.; Huber Heights (OH); 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 will meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. The role emphasizes clear communication, identifying tax savings opportunities, and building strong client relationships.

No prior tax experience is required as comprehensive training is provided. Availability includes evenings and weekends during tax season, with hours varying between

Qualifications

• 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.

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.

Skills

Customer service experience

Communication skills

Problem-solving

Digital tools familiarity

Education

High school diploma / GED/ equivalent

Bachelor’s degree in accounting/finance or related field

Income Tax Course (H&R Block)

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 information, and prepare tax returns with training and support from experienced teammates. The role emphasizes clear communication, identifying tax savings opportunities, and building strong client relationships.

No prior tax experience is required as comprehensive training is provided. Availability includes evenings and weekends during tax season, with hours varying between