Seasonal Tax Associate - Client-Focused with Training

H&R Block, Inc.; Attalla (AL); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to join our local tax office in Alabama. You’ll meet with clients, gather information, and prepare tax returns with training from experienced teammates.

You’ll explain tax information clearly, identify potential savings, and support clients with questions, building strong relationships in a client-first environment. No prior tax experience required; training provided.

Qualifications

• Experience in customer service or client-facing roles.
• Strong verbal and written communication skills.
• Ability to explain tax information clearly and ask clarifying questions.
• Problem solving with organized information and solutions.
• Comfort using digital tools, AI-based assistants.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and relevant products/services.
• Address client questions and complex situations with guidance.
• Build strong client relationships and support office priorities.

Skills

Customer service

Communication

Problem solving

Digital tools (Copilot/ChatGPT)

Teamwork

Education

High school diploma or GED

Bachelor's degree in accounting/finance or related field

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to join our local tax office in Alabama. You’ll meet with clients, gather information, and prepare tax returns with training from experienced teammates.

You’ll explain tax information clearly, identify potential savings, and support clients with questions, building strong relationships in a client-first environment. No prior tax experience required; training provided.