Seasonal Tax Associate: Launch Your Tax Career

H&R Block; Birmingham (AL); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block in Birmingham, AL seeks a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with support from experienced teammates. This in-person role emphasizes clear explanations and guidance on tax matters.

Training provided from day one; you’ll work with clients to identify tax savings opportunities while maintaining strong client relationships and contributing to office priorities.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers 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

AI tools familiarity

Education

High school diploma or equivalent

Tools

AI tools (Copilot, ChatGPT)

Job description

H&R Block in Birmingham, AL seeks a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with support from experienced teammates. This in-person role emphasizes clear explanations and guidance on tax matters.

Training provided from day one; you’ll work with clients to identify tax savings opportunities while maintaining strong client relationships and contributing to office priorities.