Seasonal Tax Associate — In-Person Training & Returns

H&R Block

Brandon (FL)

On-site

USD 21,000 - 30,000

Part time

14 days+
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Job summary

H&R Block is hiring a seasonal Tax Associate to meet with clients, collect information, and prepare tax returns with guidance from seasoned colleagues. You will explain tax concepts clearly and identify potential savings opportunities during in-person client visits.

No prior tax experience is required; training starts on day one, with pay that reflects an hourly rate and room to grow knowledge during peak season.

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 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 skills
Problem-solving
AI tools familiarity

Education

H&R Block Income Tax Course
High school diploma or GED
Bachelor’s degree in accounting/finance

Tools

Copilot
ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate to meet with clients, collect information, and prepare tax returns with guidance from seasoned colleagues. You will explain tax concepts clearly and identify potential savings opportunities during in-person client visits.

No prior tax experience is required; training starts on day one, with pay that reflects an hourly rate and room to grow knowledge during peak season.

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