Seasonal Tax Associate — Client-Focused, Training-Driven

H&R Block, Inc.; Williamsburg (VA); On-site; USD 19,000 - 25,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to meet clients, gather information, and prepare tax returns with support from experienced teammates. You’ll explain tax information clearly, identify savings opportunities, and recommend relevant products and services, while building strong client relationships.

This in-person role offers training and potential earnings growth as tax knowledge increases. This position is based in a local H&R Block tax office and requires strong communication,

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 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
• Build strong client relationships and support office priorities through teamwork and a client-first approach

Skills

Communication skills

Customer service experience

Problem-solving

Digital tools familiarity

Education

High school diploma / GED / equivalent

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

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to meet clients, gather information, and prepare tax returns with support from experienced teammates. You’ll explain tax information clearly, identify savings opportunities, and recommend relevant products and services, while building strong client relationships.

This in-person role offers training and potential earnings growth as tax knowledge increases. This position is based in a local H&R Block tax office and requires strong communication,