Seasonal Tax Associate — Client-Focused with Training

H&R Block, Inc.; Springville (UT); On-site; USD 2,066,000 - 3,031,000; 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 support from experienced teammates.

The role emphasizes clear communication and helping clients understand tax implications while identifying potential savings opportunities. No prior tax experience is required as training is provided. Hours range 15–35 per week, with up to 40 hours during peak periods, and compensation is

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 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 experience

Communication skills

Problem solving

AI tools Copilot/ChatGPT

Education

High school diploma or GED

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

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 support from experienced teammates.

The role emphasizes clear communication and helping clients understand tax implications while identifying potential savings opportunities. No prior tax experience is required as training is provided. Hours range 15–35 per week, with up to 40 hours during peak periods, and compensation is