Seasonal Tax Associate: Learn, Help Clients, Earn

H&R Block; Oklahoma; On-site; USD 19,000 - 28,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You will gather client information, prepare tax returns, and answer questions with training from day one.

The role emphasizes building relationships and assisting clients with tax planning and available products. No prior tax experience is required; a high school diploma is required, and availability during peak tax season is preferred.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers or clients in a service-oriented environment.
• Strong communication skills and ability to explain information clearly.
• Problem-solving skills and ability to organize information.
• Comfort using digital tools and AI-based tools like Copilot and ChatGPT.
• High school diploma or GED or equivalent.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support from teammates.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and relevant products/services.
• Apply problem-solving skills to analyze client information and questions.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Problem solving

Digital tools (AI)

Education

High school diploma or equivalent

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You will gather client information, prepare tax returns, and answer questions with training from day one.

The role emphasizes building relationships and assisting clients with tax planning and available products. No prior tax experience is required; a high school diploma is required, and availability during peak tax season is preferred.