Seasonal Tax Associate — Client Services & Growth

H&R Block, Inc.; Hypoluxo (FL); On-site; USD 25,000 - 36,000; Part time

Job summary

H&R Block, Inc. in Florida is seeking a seasonal Tax Associate to start a career in tax and client services with training from day one. You will meet with clients, gather information, and prepare tax returns under supervision, while building strong client relationships.

No prior tax experience is required. You will use digital tools and collaborate with teammates, with flexibility to work evenings and weekends during peak tax season, in-person at a local office.

Qualifications

• Completion of the H&R Block Income Tax Course 1.
• 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.

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

Adaptability

Education

High school diploma / GED/ equivalent

Bachelor's degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. in Florida is seeking a seasonal Tax Associate to start a career in tax and client services with training from day one. You will meet with clients, gather information, and prepare tax returns under supervision, while building strong client relationships.

No prior tax experience is required. You will use digital tools and collaborate with teammates, with flexibility to work evenings and weekends during peak tax season, in-person at a local office.