Seasonal Tax Associate: Learn & Grow with Clients

H&R Block, Inc.; Quinlan (TX); On-site; USD 2,066,000 - 3,444,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office. You will gather client information, prepare tax returns, and explain tax concepts while building client relationships. Training and support from day one help you grow in the role.

The position offers an hourly wage with opportunities to increase earnings as tax knowledge grows, with peak-season hours available evenings and weekends.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers 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.
• Explain tax information clearly and provide recommendations to clients.
• Identify tax savings opportunities and recommend relevant products and services.
• Address client questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Problem solving

AI tools (Copilot, ChatGPT)

Education

High school diploma or GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office. You will gather client information, prepare tax returns, and explain tax concepts while building client relationships. Training and support from day one help you grow in the role.

The position offers an hourly wage with opportunities to increase earnings as tax knowledge grows, with peak-season hours available evenings and weekends.