Seasonal Tax Associate — In-Person Training & Client Service

H&R Block; Jasper (FL); On-site; USD 19,000 - 33,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, prepare tax returns, and provide clear explanations and recommendations. Training and support are provided, with opportunities to grow earnings as tax knowledge increases.

The role emphasizes client services, problem-solving, and teamwork, with a focus on delivering accurate tax results and building lasting client relationships during peak tax season.

Qualifications

• Completion of the H&R Block Income Tax Course or equivalent
• Experience interacting with customers in a service environment
• Strong communication: explain info clearly and ask questions to understand needs
• Problem-solving: organize information and identify solutions
• Comfort with digital tools and AI-based systems 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
• Explain tax information clearly and provide client-friendly recommendations
• Identify tax savings opportunities and relevant products/services
• Apply problem-solving skills to address questions with guidance and resources
• Build strong client relationships and support office priorities through teamwork

Skills

Customer service

Communication

Problem solving

AI tools usage

Teamwork

Digital literacy

Education

High school diploma/GED

Bachelor’s degree (Accounting/Finance)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, prepare tax returns, and provide clear explanations and recommendations. Training and support are provided, with opportunities to grow earnings as tax knowledge increases.

The role emphasizes client services, problem-solving, and teamwork, with a focus on delivering accurate tax results and building lasting client relationships during peak tax season.