Seasonal Tax Associate - Client-Focused, Training Included

H&R Block; Oakdale (MN); On-site; USD 20,000 - 25,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in person at a local tax office. You will meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. The role emphasizes clear explanations of tax information and recommending relevant services.

You’ll earn an hourly rate with opportunities to grow knowledge and earnings. No prior tax experience is required; day-one training is provided, and you’ll have in-office collaboration to

Qualifications

• 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
• Problem-solving skills and ability to organize information
• Comfort using digital tools including AI-based tools like Copilot and ChatGPT
• High school diploma / 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 clients can understand
• Identify tax savings opportunities and recommend relevant products and services
• Apply problem-solving to analyze client information and address questions with guidance
• Build strong client relationships and support office priorities through teamwork and a client-first approach

Skills

Communication

Customer service

Problem solving

Digital tools

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to work in person at a local tax office. You will meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. The role emphasizes clear explanations of tax information and recommending relevant services.

You’ll earn an hourly rate with opportunities to grow knowledge and earnings. No prior tax experience is required; day-one training is provided, and you’ll have in-office collaboration to