Seasonal Tax Associate — Learn, Grow & Help Clients

H&R Block, Inc.; Westmoreland (TN); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to gather information, prepare tax returns, and answer client questions in-person at a local tax office. No prior tax experience is required, with training provided from day one. You will earn a competitive hourly rate and have opportunities to increase earnings as you build tax knowledge.

The role emphasizes client relationships, collaboration, and supporting office priorities while delivering accurate tax services during peak tax season.

Qualifications

• Successful completion of the H&R Block Income Tax Course 1
• 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

Communication skills

Customer service

Problem solving

AI tools

Education

High school diploma / GED

Bachelor’s degree in accounting, finance

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to gather information, prepare tax returns, and answer client questions in-person at a local tax office. No prior tax experience is required, with training provided from day one. You will earn a competitive hourly rate and have opportunities to increase earnings as you build tax knowledge.

The role emphasizes client relationships, collaboration, and supporting office priorities while delivering accurate tax services during peak tax season.