Seasonal Tax Associate — In-Office Training Included

H&R Block, Inc.

Tiffin (OH)

On-site

USD 21,000 - 39,000

Part time

14 days+

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Job summary

H&R Block is seeking a seasonal Tax Associate to help gather client information, prepare tax returns, and provide clear explanations of tax options. This in-person role offers training and supportive teammates, with opportunities to grow knowledge and earnings during tax season.

You will work with clients to understand their tax situation, apply tax rules, and build lasting relationships while delivering accurate results in a fast-paced, client-first office environment.

Qualifications

Completion of basic customer service or clerical training is preferred.
Experience explaining information clearly to clients is valued.
Ability to use digital tools and software to gather data and prepare forms.

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 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.

Skills

Customer service

Communication

Problem solving

Tech-savvy with AI tools

Teamwork

Education

High school diploma or GED

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

You will work with clients to understand their tax situation, apply tax rules, and build lasting relationships while delivering accurate results in a fast-paced, client-first office environment.

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