Seasonal Tax Associate - Learn, Help Clients, Earn More

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

Job summary

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

You’ll explain tax concepts clearly, identify savings opportunities, and build strong client relationships while supporting office priorities. No prior tax experience is required as training and support are provided from day one; the role offers an hourly rate with opportunities to increase

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, 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 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 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

Clear communication

Problem solving

Digital tools & AI tools

Interpersonal skills

Time management

Education

High school diploma / GED or equivalent

H&R Block Income Tax Course

Bachelor's degree in accounting/finance or related field

Job description

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

You’ll explain tax concepts clearly, identify savings opportunities, and build strong client relationships while supporting office priorities. No prior tax experience is required as training and support are provided from day one; the role offers an hourly rate with opportunities to increase