Seasonal Tax Associate — Learn & Help Clients

H&R Block; Demopolis (AL); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block is hiring a seasonal Tax Associate to meet with clients, gather tax information, and prepare returns with guidance from experienced teammates. You’ll explain tax concepts clearly and identify savings opportunities, while building strong client relationships in a collaborative office environment.

You’ll earn an hourly rate with potential to grow knowledge and earnings as you develop tax expertise. The role is in-person at a local H&R Block tax office during peak tax season.

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

Customer service

Problem-solving

Digital tools knowledge

Education

Bachelor’s degree in accounting/finance or related field

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate to meet with clients, gather tax information, and prepare returns with guidance from experienced teammates. You’ll explain tax concepts clearly and identify savings opportunities, while building strong client relationships in a collaborative office environment.

You’ll earn an hourly rate with potential to grow knowledge and earnings as you develop tax expertise. The role is in-person at a local H&R Block tax office during peak tax season.