Seasonal Tax Associate: Learn, Help Clients, Grow

H&R Block, Inc.; American Fork (UT); On-site; USD 22,000 - 33,000; Full time

Benefits offered by this job

Training provided

Competitive pay

Flexible seasonal schedule

Job summary

H&R Block is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with guided training. This in-person role offers an hourly wage and opportunities to grow as tax knowledge increases.

No prior tax experience is required, and you will receive training from day one. The position is located in a local H&R Block tax office and involves client interaction, explaining tax information, and identifying savings opportunities.

Qualifications

• High school diploma or equivalent required.
• Experience in a customer-service environment.
• Strong communication and problem-solving skills.
• Comfort using digital tools, including AI-based resources.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete 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 suggest relevant products and services.
• Address questions and unique situations using available resources with guidance.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service

Communication

Problem solving

Digital literacy

Education

High school diploma / GED/ equivalent

Bachelor’s degree in accounting, finance, or related field

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 guided training. This in-person role offers an hourly wage and opportunities to grow as tax knowledge increases.

No prior tax experience is required, and you will receive training from day one. The position is located in a local H&R Block tax office and involves client interaction, explaining tax information, and identifying savings opportunities.