Seasonal Tax Associate: Learn, Help Clients, Earn More

H&R Block; Portland (TN); On-site; USD 25,000 - 30,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with support from experienced teammates. You will explain tax information clearly and identify savings opportunities, earning an hourly rate with potential increases as you gain knowledge.

This role is in-person at a local HR Block tax office. Responsibilities include meeting clients, preparing returns, explaining options, and building strong client relationships while supporting

Qualifications

• Experience in a service-oriented environment.
• Strong communication and ability to explain information clearly.
• Problem-solving skills and ability to organize information.
• Comfort using digital tools and systems including AI-based tools.
• 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 clients can understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Address questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service

Communication

Problem-solving

Digital tools

High school diploma

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with support from experienced teammates. You will explain tax information clearly and identify savings opportunities, earning an hourly rate with potential increases as you gain knowledge.

This role is in-person at a local HR Block tax office. Responsibilities include meeting clients, preparing returns, explaining options, and building strong client relationships while supporting