Seasonal Tax Associate — In-Person Training & Growth

H&R Block, Inc.; Euclid (OH); On-site; USD 25,000 - 36,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to gain hands-on tax and client service experience at a local office. You’ll meet with clients, gather information, and prepare returns with training and support from experienced teammates.

You’ll explain tax basics, identify savings opportunities, and build strong relationships while contributing to team goals. This role is in-person at a local H&R Block office during tax season.

Qualifications

• 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

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

Strong communication

Problem-solving

Digital tools familiarity

Client interaction

Education

High school diploma / GED/ equivalent

Bachelor’s degree in accounting, finance, or related field

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to gain hands-on tax and client service experience at a local office. You’ll meet with clients, gather information, and prepare returns with training and support from experienced teammates.

You’ll explain tax basics, identify savings opportunities, and build strong relationships while contributing to team goals. This role is in-person at a local H&R Block office during tax season.