Seasonal Tax Associate — In-Person, Training & Client Help

H&R Block, Inc.; Kalispell (MT); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block, Inc. seeks a seasonal Tax Associate to join a local tax office in Kalispell, MT. No prior tax experience is required; training and ongoing support are provided from day one.

You will meet with clients, gather information, prepare tax returns, and answer questions while building strong client relationships. You’ll earn a competitive hourly rate with opportunities to increase earnings as you gain tax knowledge and contribute to the team’s success, working in-person with teammates and

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent tax knowledge.
• 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 skills

Problem solving

Digital tools

Education

High school diploma / GED/ equivalent

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

Job description

H&R Block, Inc. seeks a seasonal Tax Associate to join a local tax office in Kalispell, MT. No prior tax experience is required; training and ongoing support are provided from day one.

You will meet with clients, gather information, prepare tax returns, and answer questions while building strong client relationships. You’ll earn a competitive hourly rate with opportunities to increase earnings as you gain tax knowledge and contribute to the team’s success, working in-person with teammates and