Seasonal Tax Associate - Client-Focused & Training-Driven

H&R Block, Inc.; Salem (OH); On-site; USD 19,000 - 33,000; 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 to gather information, prepare returns with support from teammates, and explain tax details in clear terms.

The role offers competitive hourly pay and opportunities to grow tax knowledge during peak season. Qualifications include completion of the H&R Block Income Tax Course, customer-facing experience, and strong communication skills.

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.
• 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

Digital tools familiarity

High school diploma

Education

High school diploma or GED

Bachelor’s degree in accounting or finance (preferred)

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 to gather information, prepare returns with support from teammates, and explain tax details in clear terms.

The role offers competitive hourly pay and opportunities to grow tax knowledge during peak season. Qualifications include completion of the H&R Block Income Tax Course, customer-facing experience, and strong communication skills.