Seasonal Tax Associate — Client Services & Training

H&R Block, Inc.; Vancouver (WA); On-site; USD 19,000 - 25,000; Part time

Benefits offered by this job

Medical coverage

401(k) plan

Associate discount program

Job summary

H&R Block, Inc. is hiring a seasonal Tax Associate for an in-person role at a local tax office in Washington. You will meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You’ll explain tax information clearly and identify potential savings opportunities while building strong client relationships. The role emphasizes customer service, effective communication, and problem-solving, including using AI tools like Copilot and ChatGPT to

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent.
• Experience interacting with customers or clients in a service environment.
• Strong communication skills, including clear explanations and asking questions to understand needs.
• Problem-solving abilities, including organizing information and finding solutions.
• Comfort using digital tools and AI-based tools like Copilot and ChatGPT.
• High school diploma or 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 clients can understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information and address questions with guidance.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service

Communication

Problem solving

Digital literacy

Education

High school diploma / GED

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

Tools

Copilot

ChatGPT

AI tools

Job description

H&R Block, Inc. is hiring a seasonal Tax Associate for an in-person role at a local tax office in Washington. You will meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You’ll explain tax information clearly and identify potential savings opportunities while building strong client relationships. The role emphasizes customer service, effective communication, and problem-solving, including using AI tools like Copilot and ChatGPT to