Seasonal Tax Associate — Client‑Focused, Training & Growth

H&R Block; Lewistown (MT); On-site; USD 2,066,000 - 3,031,000; Full time

Job summary

H&R Block in Lewistown, MT is seeking a seasonal Tax Associate to join a local tax office. You’ll meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

No prior tax experience required; you’ll earn a competitive hourly rate, with opportunities to increase earnings as you build knowledge. This in-person role emphasizes client service and teamwork.

Qualifications

• Experience in a service-oriented environment with clients
• Strong communication and ability to explain information clearly
• Problem-solving and information-organizing skills
• Comfort using digital tools including AI-based tools like Copilot and ChatGPT
• High school diploma or GED or 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 recommend relevant products and services
• Address questions or unique situations with guidance and available resources
• Build strong client relationships and support office priorities through teamwork

Skills

Customer service

Communication

Problem solving

Digital tools

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block in Lewistown, MT is seeking a seasonal Tax Associate to join a local tax office. You’ll meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

No prior tax experience required; you’ll earn a competitive hourly rate, with opportunities to increase earnings as you build knowledge. This in-person role emphasizes client service and teamwork.