Seasonal Tax Associate: Learn, Help Clients, Earn

H&R Block, Inc.; Mason (OH); On-site; USD 21,000 - 30,000; Part time

Benefits offered by this job

Medical coverage (health insurance)

401(k) Retirement Savings Plan

Employee Assistance Program

Associate discount program

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to join a local tax office in Ohio. You will meet with clients, gather information, prepare tax returns with training, and answer questions while building client relationships.

This is an in-person role with opportunities to increase earnings as you gain tax knowledge. No prior tax experience is required; training is provided from day one. You’ll work with supportive teammates and use AI tools to assist with tasks.

Qualifications

• 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 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

Customer service experience

Strong communication skills

Problem-solving

Digital tools (Copilot, ChatGPT)

Education

High school diploma / GED/ equivalent

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to join a local tax office in Ohio. You will meet with clients, gather information, prepare tax returns with training, and answer questions while building client relationships.

This is an in-person role with opportunities to increase earnings as you gain tax knowledge. No prior tax experience is required; training is provided from day one. You’ll work with supportive teammates and use AI tools to assist with tasks.