Seasonal Tax Associate — Client-Focused & Training-Driven

H&R Block, Inc.; Oro Valley (AZ); On-site; USD 25,000 - 36,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients in person, gather tax information, and prepare returns with coaching from experienced teammates. You’ll explain tax details clearly, identify savings opportunities, and recommend suitable products and services to help clients.

This role emphasizes client relationships and teamwork within a local office. No prior tax experience is required; comprehensive training and ongoing support are provided to build knowledge and

Qualifications

• Successful completion of the H&R Block Income Tax Course
• 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 included 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

Clear communication

Problem-solving

Questioning to understand needs

AI tools familiarity (Copilot/ChatGPT)

Education

High school diploma / GED

Bachelor's degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients in person, gather tax information, and prepare returns with coaching from experienced teammates. You’ll explain tax details clearly, identify savings opportunities, and recommend suitable products and services to help clients.

This role emphasizes client relationships and teamwork within a local office. No prior tax experience is required; comprehensive training and ongoing support are provided to build knowledge and