Seasonal Tax Associate — Client-Focused, Training Provided

H&R Block, Inc.; Montrose (CO); On-site; USD 20,000 - 25,000; Full time

Benefits offered by this job

Medical and prescription coverage

401(k) plan

Employee Assistance Program

Associate discount program

Tax Prep benefit

Job summary

H&R Block is seeking a seasonal Tax Associate to work in person at a local tax office. You will meet clients, gather information, and prepare tax returns with guidance from experienced teammates.

No prior tax experience is required; you will receive training and support from day one and can increase earnings as you build tax knowledge and skills. Flexible scheduling offered during peak seasons.

Qualifications

• Successful completion of the H&R Block Income Tax Course 1.
• 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 experience

Strong communication

Problem solving

AI tools (Copilot, ChatGPT)

Education

High school diploma / GED

H&R Block Income Tax Course 1

Bachelor’s degree in accounting/ finance

Job description

H&R Block is seeking a seasonal Tax Associate to work in person at a local tax office. You will meet clients, gather information, and prepare tax returns with guidance from experienced teammates.

No prior tax experience is required; you will receive training and support from day one and can increase earnings as you build tax knowledge and skills. Flexible scheduling offered during peak seasons.