Seasonal Tax Associate: Client-Focused, Training & Growth

H&R Block, Inc.; Venice (FL); On-site; USD 25,000 - 30,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate for an in-person role at a local tax office in Florida. No prior tax experience is required, and you will receive training and daily support while you work directly with clients to gather information and prepare tax returns.

You will meet with clients, explain tax information clearly, identify savings opportunities, and build strong client relationships. Availability includes evenings and weekends during tax season.

Qualifications

• Experience in a service-oriented environment is preferred.
• Strong communication and questioning skills to understand client needs.
• Problem-solving abilities to organize information and provide solutions.
• Comfort using digital tools and AI-based assistants like Copilot and ChatGPT.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support.
• Explain tax information clearly and provide recommendations clients can understand.
• Identify tax savings opportunities and suggest relevant products and services.
• Address client questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service

Communication

Problem solving

AI tools

Education

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate for an in-person role at a local tax office in Florida. No prior tax experience is required, and you will receive training and daily support while you work directly with clients to gather information and prepare tax returns.

You will meet with clients, explain tax information clearly, identify savings opportunities, and build strong client relationships. Availability includes evenings and weekends during tax season.