Seasonal Tax Associate — In-Person, Client-Facing Training

H&R Block, Inc.; Deerfield Beach (FL); On-site; USD 17,000 - 25,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate in Florida to work in-person at a local tax office. You will meet with clients, gather tax information, and prepare returns with support from experienced teammates.

You will explain tax concepts clearly, identify savings opportunities, and address client questions with available resources. Great communication and problem-solving skills are essential, along with comfort using digital tools including AI-based assistants.

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 including 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

Communication

Problem solving

Digital tools (AI)

Interpersonal skills

Education

High School diploma

Bachelor's degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate in Florida to work in-person at a local tax office. You will meet with clients, gather tax information, and prepare returns with support from experienced teammates.

You will explain tax concepts clearly, identify savings opportunities, and address client questions with available resources. Great communication and problem-solving skills are essential, along with comfort using digital tools including AI-based assistants.