Seasonal Tax Associate - In-Person Training & Client Impact

H&R Block; Pompano Beach (FL); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block in Florida is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare complete and accurate tax returns with training from experienced teammates. This in-person role offers day-one support and the chance to earn by building tax knowledge.

You will explain tax information clearly, identify savings opportunities, and work with a supportive team to keep clients’ needs at the forefront. Flexible schedule includes evenings and weekends during tax season.

Qualifications

• Completion of the H&R Block Income Tax Course is required.
• Experience interacting with customers in a service environment.
• Strong communication, including explaining information clearly.
• Problem-solving abilities and organizing information.
• Comfort using digital tools and 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 teammates.
• Explain tax information clearly and provide recommendations clients can understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving to address questions with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Tax Knowledge

Customer Service

Communication Skills

Problem Solving

Copilot

ChatGPT

High School Diploma

Education

High school diploma / GED

Bachelor’s degree in accounting/finance or related field

Tools

Copilot

ChatGPT

Job description

H&R Block in Florida is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare complete and accurate tax returns with training from experienced teammates. This in-person role offers day-one support and the chance to earn by building tax knowledge.

You will explain tax information clearly, identify savings opportunities, and work with a supportive team to keep clients’ needs at the forefront. Flexible schedule includes evenings and weekends during tax season.