Seasonal Tax Associate: Client-Focused Training & Growth

H&R Block; Jackson (AL); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to start a career in tax and client services. You’ll work directly with clients to gather information, prepare tax returns with training and support from experienced teammates, and answer questions while building valuable skills and client relationships.

This in-person role at a local H&R Block tax office offers a competitive hourly rate with opportunities to increase earnings as you build tax knowledge during peak season.

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

AI tools familiarity

Client-facing experience

Education

High school diploma / GED

H&R Block Income Tax Course

Bachelor’s degree in accounting/finance

Job description

H&R Block is seeking a seasonal Tax Associate to start a career in tax and client services. You’ll work directly with clients to gather information, prepare tax returns with training and support from experienced teammates, and answer questions while building valuable skills and client relationships.

This in-person role at a local H&R Block tax office offers a competitive hourly rate with opportunities to increase earnings as you build tax knowledge during peak season.