Seasonal Tax Associate - In-Person, Client-Focused

H&R Block, Inc.

Immokalee (FL)

On-site

USD 22,000 - 39,000

Full time

14 days+

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Job summary

H&R Block, Inc. is hiring a seasonal Tax Associate to start a career in tax and client services with training from day one.

You will work directly with clients to gather information and prepare tax returns in a local office, building strong relationships. No prior tax experience is required; you’ll learn to explain tax information clearly, identify savings opportunities, and support office priorities through teamwork.

Qualifications

  • Completion of the H&R Block Income Tax Course
  • Experience in a service-oriented environment with customers/clients
  • Strong communication and the ability to explain information clearly
  • Problem-solving and organizing information to identify solutions
  • Comfort using digital tools and 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 for clients
  • Identify tax savings opportunities and recommend related products and services
  • Apply problem-solving skills to analyze client information and address questions
  • Build strong client relationships and support office priorities through teamwork and a client-first approach

Skills

Customer service
Communication
Problem solving
AI tools familiarity
Digital literacy

Education

High school diploma or GED
Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot
ChatGPT

Job description

H&R Block, Inc. is hiring a seasonal Tax Associate to start a career in tax and client services with training from day one.

You will work directly with clients to gather information and prepare tax returns in a local office, building strong relationships. No prior tax experience is required; you’ll learn to explain tax information clearly, identify savings opportunities, and support office priorities through teamwork.

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