Seasonal Tax Associate: Client Solutions & Learn on the Job

H&R Block; Port Charlotte (FL); Sur place; USD 21 000 - 30 000; Temps partiel

Résumé du poste

H&R Block, a seasonal Tax Associate position, is in-person at a local tax office in Florida. You’ll meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

No prior tax experience required; earn a competitive hourly rate, build tax knowledge, and develop strong client relationships while contributing to office priorities through teamwork; occasional evening and weekend hours during peak season.

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 including AI-based tools like Copilot and ChatGPT
• High school diploma / GED / equivalent

Responsabilités

• 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

Connaissances

Customer service

Clear communication

Problem solving

AI tools (Copilot/ChatGPT)

Formation

High school diploma / GED

Bachelor's degree (preferred)

Outils

Copilot

ChatGPT

Description du poste

H&R Block, a seasonal Tax Associate position, is in-person at a local tax office in Florida. You’ll meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

No prior tax experience required; earn a competitive hourly rate, build tax knowledge, and develop strong client relationships while contributing to office priorities through teamwork; occasional evening and weekend hours during peak season.