Seasonal Tax Associate: Client Services & Returns

H&R Block; Detroit Lakes (MN); On-site; USD 19,000 - 25,000; Full time

Job summary

H&R Block in Minnesota is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates.

You will explain tax information clearly, identify savings opportunities, and build strong client relationships while supporting office priorities through teamwork and a client-first approach. This is an in-person role at a local H&R Block tax office during tax season.

Qualifications

• High school diploma or GED or equivalent required.
• Successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
• 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

Digital tools

Education

High School Diploma or GED

H&R Block Income Tax Course

Tools

Copilot / ChatGPT

Job description

H&R Block in Minnesota is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates.

You will explain tax information clearly, identify savings opportunities, and build strong client relationships while supporting office priorities through teamwork and a client-first approach. This is an in-person role at a local H&R Block tax office during tax season.