Seasonal Tax Associate - In-Person Training & Client Impact

H&R Block, Inc.; Palm Bay (FL); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to start a career in tax and client services with no prior experience required.

You’ll work in-person at a local tax office, training from day one, and earn an hourly rate with opportunities to increase earnings as you gain knowledge. You’ll meet with clients, prepare tax returns with support from teammates, and explain tax information clearly while identifying savings opportunities for clients.

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

Customer service experience

Strong communication skills

Problem-solving skills

Digital tools (Copilot, ChatGPT)

Education

High school diploma / GED / equivalent

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

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to start a career in tax and client services with no prior experience required.

You’ll work in-person at a local tax office, training from day one, and earn an hourly rate with opportunities to increase earnings as you gain knowledge. You’ll meet with clients, prepare tax returns with support from teammates, and explain tax information clearly while identifying savings opportunities for clients.