Seasonal Tax Associate - Learn, Assist Clients & Grow

H&R Block, Inc.; Clare (MI); On-site; USD 17,000 - 25,000; Full time

Job summary

H&R Block in Michigan is seeking a Seasonal Tax Associate to work with clients, gather information, prepare returns with guidance from experienced teammates, and explain tax concepts clearly. The role is in-person at a local tax office and offers training and opportunities to build client relationships.

You'll identify tax savings opportunities, provide recommendations, and collaborate with colleagues to deliver accurate results while delivering excellent client service during tax

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 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 experience

Strong communication

Problem-solving

Organizational skills

Digital tools proficiency

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or finance

Tools

Copilot

ChatGPT

Job description

H&R Block in Michigan is seeking a Seasonal Tax Associate to work with clients, gather information, prepare returns with guidance from experienced teammates, and explain tax concepts clearly. The role is in-person at a local tax office and offers training and opportunities to build client relationships.

You'll identify tax savings opportunities, provide recommendations, and collaborate with colleagues to deliver accurate results while delivering excellent client service during tax