Seasonal Tax Associate: Learn & Help Clients

H&R Block, Inc.; Roosevelt (UT); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. No prior tax experience is required, as training and support are provided from day one while you gather information, prepare tax returns, and answer client questions.

You will meet with clients, explain tax concepts, identify savings opportunities, and build strong relationships as part of a collaborative team. Availability for peak periods and evenings/weekends is expected.

Qualifications

• Experience in customer service or client-facing roles.
• Strong communication and listening skills.
• Ability to explain tax information clearly.
• Familiarity with digital tools and 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

Communication

Problem solving

Digital tools

Education

High school diploma or GED

Bachelor's degree (preferred)

Tools

Copilot

ChatGPT

HR Block software

Job description

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. No prior tax experience is required, as training and support are provided from day one while you gather information, prepare tax returns, and answer client questions.

You will meet with clients, explain tax concepts, identify savings opportunities, and build strong relationships as part of a collaborative team. Availability for peak periods and evenings/weekends is expected.