Seasonal Tax Associate - Client-Focused, Training-Driven

H&R Block, Inc.; Winfield (AL); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block in Alabama is seeking a seasonal Tax Associate to begin a career in tax and client services—no prior tax experience required. With training and day-one support, you’ll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships.

This in-person role offers an hourly rate with opportunities to increase earnings as you build tax knowledge and grow in the role.

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 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

Digital tools

Education

High school diploma / GED/ equivalent

Tools

Copilot

ChatGPT

Job description

H&R Block in Alabama is seeking a seasonal Tax Associate to begin a career in tax and client services—no prior tax experience required. With training and day-one support, you’ll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships.

This in-person role offers an hourly rate with opportunities to increase earnings as you build tax knowledge and grow in the role.