Seasonal Tax Associate: Client-Focused & Training-Ready

H&R Block, Inc.; Beaver (WV); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to join a local tax office in a client-facing, in-person role. You will meet with clients, gather information, and prepare tax returns with training from experienced teammates.

The position emphasizes clear explanations of tax information and identifying potential savings opportunities. No prior tax experience is required; strong communication and customer-service skills are essential.

Qualifications

• Complete HR Block Income Tax Course
• Experience interacting with customers 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 experience

Strong communication skills

Problem-solving

Explain tax information clearly

Teamwork

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to join a local tax office in a client-facing, in-person role. You will meet with clients, gather information, and prepare tax returns with training from experienced teammates.

The position emphasizes clear explanations of tax information and identifying potential savings opportunities. No prior tax experience is required; strong communication and customer-service skills are essential.