Seasonal Tax Associate — In-Person Training & Growth

H&R Block, Inc.; Durand (MI); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block, a seasonal Tax Associate role, is in-person at a local H&R Block tax office. You will gather client information, prepare tax returns with guidance, and explain tax details clearly while identifying opportunities to save on taxes.

Training and support are provided from day one to build client relationships and a client-first approach. Ideal candidates bring customer service experience, strong communication, problem-solving skills, and comfort with digital tools including

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 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

Digital tools (AI Copilot/ChatGPT)

Education

High School Diploma or GED

Bachelor's degree in accounting/finance related field

Job description

H&R Block, a seasonal Tax Associate role, is in-person at a local H&R Block tax office. You will gather client information, prepare tax returns with guidance, and explain tax details clearly while identifying opportunities to save on taxes.

Training and support are provided from day one to build client relationships and a client-first approach. Ideal candidates bring customer service experience, strong communication, problem-solving skills, and comfort with digital tools including