Seasonal Tax Associate — In-Office Growth & Training

H&R Block, Inc.; Lewistown (MT); On-site; USD 25,000 - 30,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate in Montana to meet with clients, gather information, and prepare tax returns at a local tax office. No prior tax experience is required, as training and support are provided from day one.

You will communicate tax information clearly, identify savings opportunities, and build strong client relationships through teamwork and a client-first approach. The role is in-person with flexible hours during tax season.

Qualifications

• High school diploma or GED required.
• Experience interacting with customers or clients in a service environment.
• Strong communication and problem-solving skills.
• Comfort using digital tools and 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.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and recommend relevant services.
• Apply problem-solving skills to address questions with guidance.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Problem solving

Digital tools

Teamwork

Attention to detail

Education

High School diploma/GED

Job description

H&R Block is seeking a Seasonal Tax Associate in Montana to meet with clients, gather information, and prepare tax returns at a local tax office. No prior tax experience is required, as training and support are provided from day one.

You will communicate tax information clearly, identify savings opportunities, and build strong client relationships through teamwork and a client-first approach. The role is in-person with flexible hours during tax season.