Seasonal Tax Associate — Client-Focused & Training-Driven

H&R Block, Inc.; Polson (MT); On-site; USD 19,000 - 33,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate to help clients with tax information gathering, return preparation, and guidance during tax season. No prior tax experience is required as comprehensive training and support are provided.

The role is in-person at a local H&R Block tax office, offering opportunities to build client relationships and professional skills. Responsibilities include meeting with clients, preparing returns, explaining tax information clearly, identifying savings

Qualifications

• 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

Communication skills

Problem-solving

AI tools familiarity

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to help clients with tax information gathering, return preparation, and guidance during tax season. No prior tax experience is required as comprehensive training and support are provided.

The role is in-person at a local H&R Block tax office, offering opportunities to build client relationships and professional skills. Responsibilities include meeting with clients, preparing returns, explaining tax information clearly, identifying savings