Seasonal Tax Associate - Learn, Earn & Help Clients

H&R Block; Shelbyville (KY); On-site; USD 17,000 - 30,000; Full time

Job summary

H&R Block in the United States is seeking a seasonal Tax Associate to join our tax office. You will meet with clients to gather information, prepare tax returns with guidance from experienced teammates, and explain tax details in a clear, client-friendly way.

Training and support start from day one, with opportunities to increase earnings as tax knowledge grows. This in-person role emphasizes client service, collaboration, and applying problem-solving skills to address various tax scenarios.

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 / equivalence

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

Clear communication

Problem-solving

Digital tools (Copilot/ChatGPT)

Education

High school diploma / GED

Bachelor’s degree in accounting or related field

Tools

Copilot

ChatGPT

Job description

H&R Block in the United States is seeking a seasonal Tax Associate to join our tax office. You will meet with clients to gather information, prepare tax returns with guidance from experienced teammates, and explain tax details in a clear, client-friendly way.

Training and support start from day one, with opportunities to increase earnings as tax knowledge grows. This in-person role emphasizes client service, collaboration, and applying problem-solving skills to address various tax scenarios.