Seasonal Tax Associate — Learn, Earn & Help Clients

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

Job summary

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office in Birmingham, AL. You will meet with clients to gather information and prepare tax returns with support from experienced teammates.

With training from day one, you’ll learn to explain tax information clearly and identify savings opportunities, while building strong client relationships and contributing to office priorities.

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

H&R Block Income Tax Course

Customer service experience

Strong communication skills

Problem-solving

High school diploma / GED

Comfort with AI tools like Copilot and

Education

High school diploma or equivalent

Bachelor’s degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office in Birmingham, AL. You will meet with clients to gather information and prepare tax returns with support from experienced teammates.

With training from day one, you’ll learn to explain tax information clearly and identify savings opportunities, while building strong client relationships and contributing to office priorities.