Seasonal Tax Associate — In-Office Training & Client Services

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

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate for in-person work at a local tax office. You’ll meet with clients to collect information, prepare returns with training support, and explain tax details clearly.

You’ll identify opportunities for savings and help clients with product recommendations, building relationships and contributing to office goals. You’ll gain tax knowledge and client services skills, with opportunities to increase earnings as you grow.

Qualifications

• Successful completion of the H&R Block Income Tax Course 1
• 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 included AI based tools like Copilot and ChatGPT
• High school diploma / GED/ 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 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 experience

Communication skills

Problem-solving

Tech savvy

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate for in-person work at a local tax office. You’ll meet with clients to collect information, prepare returns with training support, and explain tax details clearly.

You’ll identify opportunities for savings and help clients with product recommendations, building relationships and contributing to office goals. You’ll gain tax knowledge and client services skills, with opportunities to increase earnings as you grow.