Seasonal Tax Associate: Client-Focused Training & Returns

H&R Block, Inc.; Dowagiac (MI); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate for an in-person role at a local tax office. You will gather client information, prepare tax returns, and answer questions while building client relationships.

Training and support are provided from day one, with opportunities to increase earnings as tax knowledge grows. Successful candidates will complete the H&R Block Income Tax Course, have strong communication skills, and be comfortable using AI-based tools.

Qualifications

• High school diploma or equivalent required.
• Experience in customer-facing roles is preferred.
• Strong communication and problem-solving skills are essential.
• Comfort with using AI-based tools like Copilot and ChatGPT.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare tax returns with training and support from experienced teammates.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and relevant products/services.
• Address client questions and unique situations with guidance.
• Build client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Problem-solving

Digital tools

Education

High school diploma / GED/ equivalent

Bachelor's degree

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate for an in-person role at a local tax office. You will gather client information, prepare tax returns, and answer questions while building client relationships.

Training and support are provided from day one, with opportunities to increase earnings as tax knowledge grows. Successful candidates will complete the H&R Block Income Tax Course, have strong communication skills, and be comfortable using AI-based tools.