Seasonal Tax Associate — In-Person Training & Client Service

H&R Block, Inc.; Upper Marlboro (MD); On-site; USD 17,000 - 28,000; Full time

Job summary

H&R Block, Inc. is hiring a Seasonal Tax Associate to start a career in tax and client services. No prior tax experience is required, with training and support from day one.

This role is in-person at a local H&R Block tax office, meeting clients, gathering information, and preparing returns. You will explain tax information clearly, identify savings opportunities, and build relationships with clients while supporting office priorities through teamwork and a client-first approach.

Qualifications

• Successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
• 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

Communication

Problem solving

Adaptability

Education

High school diploma or GED

Bachelor’s degree

Tools

AI tools (Copilot, ChatGPT)

Digital tools and systems

Job description

H&R Block, Inc. is hiring a Seasonal Tax Associate to start a career in tax and client services. No prior tax experience is required, with training and support from day one.

This role is in-person at a local H&R Block tax office, meeting clients, gathering information, and preparing returns. You will explain tax information clearly, identify savings opportunities, and build relationships with clients while supporting office priorities through teamwork and a client-first approach.