Seasonal Tax Associate — In-Person Training & Client Impact

H&R Block; Magna (UT); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Associate for an in-person role at a local Utah tax office. You will meet with clients, gather information, and prepare tax returns with training and support from teammates.

No prior tax experience is required. You will explain tax information clearly, identify savings opportunities, and build client relationships while contributing to office goals. Training provided, hours vary with peak seasons.

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 understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information and address questions with guidance and resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Communication skills

Customer service

Problem-solving

Digital tools proficiency

Education

High school diploma / GED/ equivalent

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate for an in-person role at a local Utah tax office. You will meet with clients, gather information, and prepare tax returns with training and support from teammates.

No prior tax experience is required. You will explain tax information clearly, identify savings opportunities, and build client relationships while contributing to office goals. Training provided, hours vary with peak seasons.