Seasonal Tax Associate — Learn, Earn & Build Client Skills

H&R Block; Bigfork (MT); On-site; USD 22,000 - 39,000; Full time

Job summary

H&R Block is hiring a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with support from experienced teammates. You’ll explain tax information clearly and help clients understand recommendations while identifying potential savings opportunities.

This in-person role emphasizes teamwork, client relationships, and a client-first approach. No prior tax experience is required; training begins on day one and performance-based earnings are possible as tax

Qualifications

• 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.

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 interaction

Communication skills

Problem solving

Explain tax information clearly

Teamplayer / collaboration

Education

High school diploma / GED/ equivalent

Bachelor’s degree in accounting, finance or related field

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with support from experienced teammates. You’ll explain tax information clearly and help clients understand recommendations while identifying potential savings opportunities.

This in-person role emphasizes teamwork, client relationships, and a client-first approach. No prior tax experience is required; training begins on day one and performance-based earnings are possible as tax