Seasonal Tax Associate — Client-Focused with Training

H&R Block, Inc.; Lake Placid (FL); On-site; USD 19,000 - 34,000; 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, prepare tax returns, and answer questions while building strong client relationships.

No prior tax experience is required as training and support are provided from day one. The role offers a competitive hourly rate with opportunities to grow tax knowledge and earnings during peak periods.

Qualifications

• Successful completion of the HR Block Income Tax Course.
• Experience interacting with customers in a service environment.
• Strong communication skills and ability to explain information clearly.
• Ability to use digital tools and AI-based systems like Copilot/ChatGPT.
• High school diploma or equivalent.

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 questions or unique situations with guidance and available resources.
• Build client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Problem-solving

Questioning to understand needs

Tech-savvy/AI tools

Education

High school diploma/GED

Bachelor's degree (preferred)

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, prepare tax returns, and answer questions while building strong client relationships.

No prior tax experience is required as training and support are provided from day one. The role offers a competitive hourly rate with opportunities to grow tax knowledge and earnings during peak periods.