Seasonal Tax Associate: Learn, Help Clients, Earn Hourly

H&R Block; Cedar Hill (TX); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll greet clients, gather information, and prepare tax returns with guidance from experienced teammates. Training is provided from day one and you’ll build client relationships while helping clients understand tax options.

This role focuses on learning tax fundamentals, applying problem-solving skills, and identifying potential tax savings. Evening/weekend availability may be required during tax season.

Qualifications

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

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) in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll greet clients, gather information, and prepare tax returns with guidance from experienced teammates. Training is provided from day one and you’ll build client relationships while helping clients understand tax options.

This role focuses on learning tax fundamentals, applying problem-solving skills, and identifying potential tax savings. Evening/weekend availability may be required during tax season.