Seasonal Tax Associate: Learn & Help Clients

H&R Block, Inc.; Santa Rosa Beach (FL); On-site; USD 21,000 - 34,000; Full time

Job summary

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

You’ll learn to explain tax information clearly, identify savings opportunities, and recommend relevant products and services while building strong client relationships. This is an in-person role with training and support provided.

Qualifications

• Completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service environment.
• Strong communication skills to explain information clearly.
• Problem-solving: organizing information and identifying solutions.
• Comfort using digital tools and AI-based tools such as Copilot and ChatGPT.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare tax returns with training and support from experienced teammates.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and relevant products and services.
• Address client questions with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Problem solving

Digital tools

Education

High school diploma / GED/ equivalent

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

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

You’ll learn to explain tax information clearly, identify savings opportunities, and recommend relevant products and services while building strong client relationships. This is an in-person role with training and support provided.