Seasonal Tax Associate - Client-Focused with Training

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

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office.

You will meet with clients, gather information, and prepare tax returns with training and support from experienced teammates, earning an hourly rate and opportunities to grow as you gain tax knowledge. No prior tax experience is required; strong communication, problem-solving, and customer service skills help you explain tax information clearly and identify savings opportunities while building client

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 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

Communication skills

Problem-solving

Digital tools and AI assistance (Copil

Education

HR Block Income Tax Course

High school diploma / GED / equivalent

Bachelor's degree in accounting/finance or related field

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office.

You will meet with clients, gather information, and prepare tax returns with training and support from experienced teammates, earning an hourly rate and opportunities to grow as you gain tax knowledge. No prior tax experience is required; strong communication, problem-solving, and customer service skills help you explain tax information clearly and identify savings opportunities while building client