Seasonal Tax Associate: Client Services & Returns

H&R Block, Inc.; Richmond (TX); On-site; USD 22,000 - 33,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to assist clients in gathering information and preparing tax returns at a local tax office. You’ll work with experienced teammates, learn quickly, and build client relationships while delivering accurate tax services.

The role involves meeting clients, explaining tax information clearly, identifying savings opportunities, and collaborating with the team to support office priorities. Training is provided on day one.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service environment.
• Strong communication skills, including explaining information clearly.
• 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 or equivalent.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support.
• Explain tax information clearly and provide recommendations to clients.
• Identify tax savings opportunities and recommend products and services.
• Address questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Problem-solving

Digital tools

Education

High school diploma or GED

Bachelor's degree in accounting or finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to assist clients in gathering information and preparing tax returns at a local tax office. You’ll work with experienced teammates, learn quickly, and build client relationships while delivering accurate tax services.

The role involves meeting clients, explaining tax information clearly, identifying savings opportunities, and collaborating with the team to support office priorities. Training is provided on day one.