Seasonal Tax Associate: Learn, Help Clients, Grow

H&R Block, Inc.; Gobles (MI); On-site; USD 2,066,000 - 3,031,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to help clients with tax preparation in a local office. You’ll gather information, prepare returns, and answer questions with training and support from day one.

No prior tax experience required; you’ll earn a competitive hourly rate and have opportunities to increase earnings as you build tax knowledge and grow in the role. In-person at a local tax office.

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 included AI based tools like Copilot and ChatGPT
• High school diploma / GED/ 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

Communication skills

Problem solving

AI tools familiarity

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to help clients with tax preparation in a local office. You’ll gather information, prepare returns, and answer questions with training and support from day one.

No prior tax experience required; you’ll earn a competitive hourly rate and have opportunities to increase earnings as you build tax knowledge and grow in the role. In-person at a local tax office.