Seasonal Tax Associate - In-Person Client Help & Training

H&R Block, Inc.; Moulton (AL); On-site; USD 21,000 - 34,000; Full time

Benefits offered by this job

Competitive pay

Training provided

In-person at local office

Job summary

H&R Block seeks a Seasonal Tax Associate to work in-person at a local tax office. You’ll gather client information, prepare returns with training support, and explain tax information clearly while recommending opportunities.

Earn an hourly rate with growth as tax knowledge expands, and contribute to a client-first office culture during tax season. Responsibilities include meeting clients, preparing returns, offering tax-saving guidance, and building strong relationships through teamwork.

Qualifications

• + Strong communication skills and ability to explain information clearly
• + Experience interacting with customers in a service environment
• + Problem-solving and information organization abilities
• + Comfortable using digital tools and AI-based systems
• + High school diploma or equivalent
• + Completion or enrollment in H&R Block Income Tax Course

Responsibilities

• Meet with clients to gather information and understand their tax situation
• Prepare complete and accurate tax returns with training and guidance
• Explain tax information clearly and provide client-friendly recommendations
• Identify tax savings opportunities and relevant products/services
• Apply problem-solving to address questions with guidance
• Build strong client relationships and support team priorities

Skills

Strong communication

Problem-solving

Customer service experience

AI tool familiarity

High school diploma / GED

Education

H&R Block Income Tax Course

Bachelor’s degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block seeks a Seasonal Tax Associate to work in-person at a local tax office. You’ll gather client information, prepare returns with training support, and explain tax information clearly while recommending opportunities.

Earn an hourly rate with growth as tax knowledge expands, and contribute to a client-first office culture during tax season. Responsibilities include meeting clients, preparing returns, offering tax-saving guidance, and building strong relationships through teamwork.