Seasonal Tax Associate: Learn, Earn & Grow

H&R Block, Inc.; Lake Wales (FL); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to gather client information, prepare tax returns, and answer questions with training from day one. This in-person role offers a strong training environment and opportunities to grow in tax knowledge and client relationships.

The position requires high school diploma or GED, with preferred candidates holding a bachelor’s degree in accounting or related field. Availability for peak periods and evenings/weekends is a plus.

Qualifications

• Experience interacting with customers in a service environment.
• Clear communication and ability to explain information.
• Strong problem-solving and information-organizing skills.
• Familiarity with AI-based tools like Copilot and ChatGPT.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare tax returns with training and support from teammates.
• Explain tax information clearly and provide recommendations to clients.
• Identify tax savings opportunities and recommend related products and services.
• Address client questions with guidance and available resources.
• Support office priorities through teamwork and a client-first approach.

Skills

Customer service experience

Strong communication

Problem-solving

Digital tools and AI (Copilot, ChatGPT

Education

High school diploma or GED

Bachelor’s degree in accounting, finance or related field

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to gather client information, prepare tax returns, and answer questions with training from day one. This in-person role offers a strong training environment and opportunities to grow in tax knowledge and client relationships.

The position requires high school diploma or GED, with preferred candidates holding a bachelor’s degree in accounting or related field. Availability for peak periods and evenings/weekends is a plus.