Seasonal Tax Associate — Client-Focused, Training Provided

H&R Block, Inc.

Symmes Corner (OH)

On-site

USD 21,000 - 34,000

Part time

14 days+
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Benefits offered by this job

Medical coverage
401(k) Plan
Employee Assistance Program
Fitness center programs
Associate discount program
Travel Insurance
Tax Prep benefit

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns under the guidance of experienced teammates at a local tax office in Cincinnati area.

No prior tax experience is required, as training and support are provided from day one to help you build client relationships and tax knowledge. You’ll identify tax savings opportunities, explain tax information clearly, and work with clients to address questions while maintaining a client-first

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 included 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
Communication
Problem solving
Digital tools (AI)
High school diploma

Education

Bachelor's degree in accounting/finance

Tools

Copilot
ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns under the guidance of experienced teammates at a local tax office in Cincinnati area.

No prior tax experience is required, as training and support are provided from day one to help you build client relationships and tax knowledge. You’ll identify tax savings opportunities, explain tax information clearly, and work with clients to address questions while maintaining a client-first

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