Seasonal Tax Associate — Learn, Advise, Build Client Relationships

H&R Block; Piedmont (AL); On-site; USD 19,000 - 33,000; Part time

Benefits offered by this job

Training and support

Competitive hourly rate

Job summary

H&R Block is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with day-one training and support. The role is in-person at a local H&R Block office and offers an hourly rate with opportunities to grow as tax knowledge increases.

Ideal candidates have customer-service experience, strong communication, and problem-solving skills, plus comfort with digital tools. Availability includes peak periods, including evenings and weekends.

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

Problem solving

Digital tools proficiency

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with day-one training and support. The role is in-person at a local H&R Block office and offers an hourly rate with opportunities to grow as tax knowledge increases.

Ideal candidates have customer-service experience, strong communication, and problem-solving skills, plus comfort with digital tools. Availability includes peak periods, including evenings and weekends.