Seasonal Tax Associate – In-Person, Learn Tax & Help Clients

H&R Block; Saint Augustine (FL); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. No prior tax experience required; you will receive training and support from day one to gather client information and prepare returns while building client relationships. A competitive hourly rate applies, with opportunities to increase earnings as tax knowledge grows.

The role emphasizes client-first service, problem-solving, and collaboration within a supportive team environment 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

Client service

Clear communication

Problem solving

AI tools usage

Education

High school diploma / GED / equivalent

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

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. No prior tax experience required; you will receive training and support from day one to gather client information and prepare returns while building client relationships. A competitive hourly rate applies, with opportunities to increase earnings as tax knowledge grows.

The role emphasizes client-first service, problem-solving, and collaboration within a supportive team environment during tax season.