Seasonal Tax Associate — Client Help & Tax Prep

H&R Block, Inc.; Baldwyn (MS); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block, Inc. in Tupelo, MS is hiring a Seasonal Tax Associate to gather client information, prepare tax returns, and answer questions with training and support from teammates. The role is in-person at a local H&R Block tax office and offers an hourly wage with earnings growth as tax knowledge increases.

No prior tax experience is required; strong customer service and communication skills are essential. Availability during peak periods, including evenings and weekends, is expected.

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 including AI-based tools like Copilot and ChatGPT
• High school diploma / GED or 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
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Skills

Customer service experience

Strong communication

Problem-solving

AI tools familiarity

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

AI tools: Copilot/ChatGPT

Job description

H&R Block, Inc. in Tupelo, MS is hiring a Seasonal Tax Associate to gather client information, prepare tax returns, and answer questions with training and support from teammates. The role is in-person at a local H&R Block tax office and offers an hourly wage with earnings growth as tax knowledge increases.

No prior tax experience is required; strong customer service and communication skills are essential. Availability during peak periods, including evenings and weekends, is expected.