Seasonal Tax Associate: Learn & Help Clients

H&R Block, Inc.; Belleview (FL); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Competitive pay

Training provided

Evenings & weekends during peak tax

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to join our in-person tax office in Florida. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

Training is provided, and you’ll learn to explain tax information clearly while helping clients discover potential tax savings opportunities. This role emphasizes client service and teamwork, with opportunities to increase earnings as tax knowledge grows.

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 systems included 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

Customer service

Communication

Problem solving

Organization

Education

High school diploma / GED / equivalent

Tools

H&R Block software

Copilot / ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to join our in-person tax office in Florida. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

Training is provided, and you’ll learn to explain tax information clearly while helping clients discover potential tax savings opportunities. This role emphasizes client service and teamwork, with opportunities to increase earnings as tax knowledge grows.