Seasonal Tax Associate: Client‑Focused, Training‑Powered

H&R Block; Saint Robert (MO); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. No prior tax experience is required and you will receive training and support from day one while preparing tax returns and answering client questions.

You will meet with clients, gather information, and explain tax information clearly to help identify savings opportunities and make product recommendations. Excellent communication and teamwork are essential as you build relationships with clients and staff.

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

Income Tax Course

Customer service

Communication

Problem-solving

AI tools familiarity

Education

High school diploma / GED

Bachelor’s degree (accounting, finance, or related)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. No prior tax experience is required and you will receive training and support from day one while preparing tax returns and answering client questions.

You will meet with clients, gather information, and explain tax information clearly to help identify savings opportunities and make product recommendations. Excellent communication and teamwork are essential as you build relationships with clients and staff.