Seasonal Tax Associate — Learn & Grow with Clients

H&R Block; South Ogden (UT); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block in Utah is seeking a Seasonal Tax Associate to start a career in tax and client services. No prior tax experience is required; training and support are provided from day one as you work directly with clients to gather information, prepare returns, and answer questions in person.

You will meet with clients, prepare returns with guidance from experienced teammates, identify savings opportunities, and build strong relationships through teamwork and a client-first approach.

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 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

Problem-solving

AI tools

Education

High school diploma / GED

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

Tools

Copilot

ChatGPT

Job description

H&R Block in Utah is seeking a Seasonal Tax Associate to start a career in tax and client services. No prior tax experience is required; training and support are provided from day one as you work directly with clients to gather information, prepare returns, and answer questions in person.

You will meet with clients, prepare returns with guidance from experienced teammates, identify savings opportunities, and build strong relationships through teamwork and a client-first approach.