Seasonal Tax Associate — Learn & Help Clients

H&R Block; Billings (MT); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block in Billings, MT is seeking a Seasonal Tax Associate to help clients prepare returns and learn tax basics on the job. You’ll meet with clients, gather information, and work with experienced teammates to deliver accurate results.

You’ll gain tax knowledge, develop client relationships, and earn an hourly rate with opportunities to increase earnings as your knowledge grows during the tax season. This is an in-person office role.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service environment.
• Clear communication and ability to ask questions to understand needs.
• Comfort using digital tools and AI-based systems.

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 experience

Strong communication skills

Problem-solving

Willingness to learn AI tools

Education

High school diploma or GED

Tools

Copilot

ChatGPT

Job description

H&R Block in Billings, MT is seeking a Seasonal Tax Associate to help clients prepare returns and learn tax basics on the job. You’ll meet with clients, gather information, and work with experienced teammates to deliver accurate results.

You’ll gain tax knowledge, develop client relationships, and earn an hourly rate with opportunities to increase earnings as your knowledge grows during the tax season. This is an in-person office role.