Seasonal Tax Associate: Client-Focused & Training‑Driven

H&R Block; Lake Wales (FL); Vor Ort; USD 21.000 - 30.000; Vollzeit

Zusammenfassung

H&R Block in Lake Wales, FL is seeking a seasonal Tax Associate to help clients with tax preparation. You’ll meet with clients, gather information, and prepare complete tax returns with training from experienced teammates.

No prior tax experience is required. You’ll work in-person at a local tax office, earn a competitive hourly rate, and have the chance to grow your knowledge and earnings as you build tax expertise.

Qualifikationen

• Completion of the H&R Block Income Tax Course or equivalent Tax knowledge.
• 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 or 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 clients can understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information and address questions using available resources.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Kenntnisse

Customer service

Communication

Problem solving

Digital tools

Flexible hours

Ausbildung

Income Tax Course

High school diploma / GED

Bachelor's degree in accounting/finance

Tools

Copilot

ChatGPT

Jobbeschreibung

H&R Block in Lake Wales, FL is seeking a seasonal Tax Associate to help clients with tax preparation. You’ll meet with clients, gather information, and prepare complete tax returns with training from experienced teammates.

No prior tax experience is required. You’ll work in-person at a local tax office, earn a competitive hourly rate, and have the chance to grow your knowledge and earnings as you build tax expertise.