Seasonal Tax Associate: Client-Focused & Training-Driven

H&R Block, Inc.; Sandy (UT); On-site; USD 42,000 - 58,000; Part time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Training and support from day one

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to help clients with information gathering and tax return preparation at a local tax office. You will work with experienced teammates to learn and build client-ready tax filings while delivering clear explanations and guidance.

The role emphasizes strong communication, customer service, and problem-solving, with training available. Availability for peak periods and evenings/weekends is common in tax season.

Qualifications

• Completed H&R Block Income Tax Course
• Experience interacting with customers in a service environment
• Strong communication skills to explain information clearly
• Problem-solving skills including organizing information
• Comfort using digital tools and AI-based tools
• High school diploma or 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 to clients
• Identify tax savings opportunities and relevant products/services
• Address questions or unique situations with guidance and available resources
• Build strong client relationships and support office priorities through teamwork

Skills

Customer service experience

Clear communication

Problem solving

Comfort with AI tools

Education

High school diploma

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to help clients with information gathering and tax return preparation at a local tax office. You will work with experienced teammates to learn and build client-ready tax filings while delivering clear explanations and guidance.

The role emphasizes strong communication, customer service, and problem-solving, with training available. Availability for peak periods and evenings/weekends is common in tax season.