Seasonal Tax Associate — Client-Focused with Training

H&R Block; Winter Haven (FL); On-site; USD 17,000 - 28,000; Full time

Benefits offered by this job

Competitive hourly rate

In-person at local office

Job summary

H&R Block is seeking a seasonal Tax Associate to join our in-person tax office. You’ll meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. Training is provided from day one, and you’ll earn a competitive hourly rate while building tax knowledge and client relationships.

No prior tax experience is required. This role emphasizes customer service, clear communication, and a client-first approach, with opportunities to increase earnings as you

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers 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 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

Strong communication skills

Problem solving

AI tools familiarity

Education

High school diploma / GED / equivalent

Enrollment in H&R Block Income Tax Course

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to join our in-person tax office. You’ll meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. Training is provided from day one, and you’ll earn a competitive hourly rate while building tax knowledge and client relationships.

No prior tax experience is required. This role emphasizes customer service, clear communication, and a client-first approach, with opportunities to increase earnings as you