Seasonal Tax Associate — In-Person, Client-Focused & Trained

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

Job summary

H&R Block is seeking a seasonal Tax Associate in Montana for in-person client service. You will gather information, prepare tax returns, and answer questions with training from day one. The role emphasizes strong client relationships, teamwork, and using digital tools to support tax work.

No prior tax experience is required, and there are opportunities to increase earnings as tax knowledge grows. The position is office-based during tax season.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• 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

Education

High school diploma or GED

Bachelor's degree in accounting/finance

Tools

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Tax Associate in Montana for in-person client service. You will gather information, prepare tax returns, and answer questions with training from day one. The role emphasizes strong client relationships, teamwork, and using digital tools to support tax work.

No prior tax experience is required, and there are opportunities to increase earnings as tax knowledge grows. The position is office-based during tax season.