Seasonal Tax Associate — Client-Focused with Training

H&R Block; Missoula (MT); On-site; USD 25,000 - 36,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Associate in Montana to work in-person at a local tax office. You’ll meet with clients, collect information, prepare returns with guidance, and explain tax implications clearly to help clients understand options.

Training and support are provided from day one, with opportunities to increase earnings as knowledge grows. No prior tax experience required; a competitive hourly rate is offered for tax season, with shifts likely including evenings and weekends

Qualifications

• Successful completion of the H&R Block Income Tax Course1
• 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 included 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

Communication

Problem-solving

Digital tools

Education

High school diploma/GED

Bachelor’s in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate in Montana to work in-person at a local tax office. You’ll meet with clients, collect information, prepare returns with guidance, and explain tax implications clearly to help clients understand options.

Training and support are provided from day one, with opportunities to increase earnings as knowledge grows. No prior tax experience required; a competitive hourly rate is offered for tax season, with shifts likely including evenings and weekends