Seasonal Tax Associate - In-Person Training & Client Impact

H&R Block, Inc.; Avon Park (FL); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate for in-person work at a local tax office. You’ll start with training, work with clients to gather information, prepare returns, and answer questions while building client relationships.

No prior tax experience is required; the role offers an hourly rate and opportunities to increase earnings as you gain tax knowledge during peak periods. Availability for evenings/weekends during tax season is a plus.

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.
• Problem-solving skills and ability to organize information.
• Comfort using digital tools and systems including AI-based tools like Copilot and ChatGPT.
• High school diploma or GED or 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

Communication skills

Customer service experience

Problem-solving skills

Education

High school diploma or GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Digital tools

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate for in-person work at a local tax office. You’ll start with training, work with clients to gather information, prepare returns, and answer questions while building client relationships.

No prior tax experience is required; the role offers an hourly rate and opportunities to increase earnings as you gain tax knowledge during peak periods. Availability for evenings/weekends during tax season is a plus.