Seasonal Tax Associate: Client-Focused Training & Growth

H&R Block; Columbia Falls (MT); On-site; USD 19,000 - 30,000; Part time

Job summary

H&R Block is hiring a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. You’ll explain tax concepts clearly and offer recommendations that are easy to understand, while identifying potential tax savings opportunities and available products and services.

The role is in-person at a local H&R Block tax office, with training and support from day one and the opportunity to increase earnings as you build tax knowledge

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

Problem solving

Digital tools

Education

High school diploma / GED

H&R Block Income Tax Course

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. You’ll explain tax concepts clearly and offer recommendations that are easy to understand, while identifying potential tax savings opportunities and available products and services.

The role is in-person at a local H&R Block tax office, with training and support from day one and the opportunity to increase earnings as you build tax knowledge