Seasonal Tax Associate: Client Service & Growth

H&R Block, Inc.; Springfield (TN); On-site; USD 2,066,000 - 3,444,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate for in-person service at a local tax office. You’ll meet with clients, gather information, prepare returns with training, and explain tax options while building client relationships.

No prior tax experience required; with training and support from day one. Hours can be flexible during tax season, with evenings and weekends possible; ideal for those seeking entry into tax and client services.

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

Communication

Problem solving

Explain information clearly

AI tools

Education

High school diploma / GED/ equivalent

Bachelor’s degree in accounting/finance/related

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate for in-person service at a local tax office. You’ll meet with clients, gather information, prepare returns with training, and explain tax options while building client relationships.

No prior tax experience required; with training and support from day one. Hours can be flexible during tax season, with evenings and weekends possible; ideal for those seeking entry into tax and client services.