Seasonal Tax Associate — Client‑Focused with Training

H&R Block; Lima (OH); On-site; USD 21,000 - 34,000; Part time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Support for life

Job summary

H&R Block is hiring for a seasonal Tax Associate to work in person at a local tax office. You’ll meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You’ll explain tax information clearly and offer recommendations to maximize savings, while building strong client relationships and supporting office priorities. No prior tax experience is required as training starts on day one, and you can earn a competitive hourly rate with

Qualifications

• Successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
• 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

AI tools Copilot/ChatGPT

Education

High school diploma / GED

Bachelor’s degree in accounting/finance or related

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring for a seasonal Tax Associate to work in person at a local tax office. You’ll meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You’ll explain tax information clearly and offer recommendations to maximize savings, while building strong client relationships and supporting office priorities. No prior tax experience is required as training starts on day one, and you can earn a competitive hourly rate with