Seasonal Tax Associate - Learn, Help Clients, Earn More

H&R Block; Santa Rosa Beach (FL); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block in Florida seeks a seasonal Tax Associate to meet with clients, gather tax data, and prepare returns with support from experienced teammates. You’ll learn on the job and earn an hourly rate, with opportunities to grow knowledge and earnings.

This in-person role emphasizes client service, clear explanations, and identifying savings opportunities while supporting office priorities and teamwork.

Qualifications

• Completion of the H&R Block Income Tax Course or equivalent tax training.
• Experience in customer service or client-facing roles.
• Strong communication and ability to explain complex information clearly.
• Problem-solving skills with ability to analyze information.
• Comfort using AI-based tools such as Copilot and ChatGPT.
• High school diploma or GED required.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and relevant products/services.
• Address client questions or unique situations with guidance and resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Problem solving

Attention to detail

AI tools familiarity

Education

High school diploma or GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block in Florida seeks a seasonal Tax Associate to meet with clients, gather tax data, and prepare returns with support from experienced teammates. You’ll learn on the job and earn an hourly rate, with opportunities to grow knowledge and earnings.

This in-person role emphasizes client service, clear explanations, and identifying savings opportunities while supporting office priorities and teamwork.