Seasonal Tax Associate: In-Person Training & Client Service

H&R Block, Inc.; Arcadia (FL); On-site; USD 21,000 - 30,000; Part time

Benefits offered by this job

Competitive pay

Job summary

H&R Block in Florida is hiring a seasonal Tax Associate to start your career in tax and client services. With training from day one, you’ll work directly with clients to gather information, prepare tax returns, and answer questions.

Meet with clients, prepare accurate returns, explain tax information clearly, identify savings opportunities, and build strong client relationships. The role is in-person at a local tax office and requires 15–35 hours per week, with peak-season availability evenings

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 included 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

Clear communication

Problem-solving

AI tools familiarity Copilot/ChatGPT

Attention to detail

Education

High school diploma / GED / equivalent

Bachelor’s degree (preferred) in accounting/finance (optional)

Tools

Copilot / ChatGPT AI tools

Job description

H&R Block in Florida is hiring a seasonal Tax Associate to start your career in tax and client services. With training from day one, you’ll work directly with clients to gather information, prepare tax returns, and answer questions.

Meet with clients, prepare accurate returns, explain tax information clearly, identify savings opportunities, and build strong client relationships. The role is in-person at a local tax office and requires 15–35 hours per week, with peak-season availability evenings