Seasonal Tax Associate - Learn, Help Clients & Grow

H&R Block; Lake City (AR); On-site; USD 17,000 - 25,000; Part time

Benefits offered by this job

Competitive pay and benefits

Job summary

H&R Block is seeking a seasonal Tax Associate to join a local tax office. No prior tax experience is required as training and support are provided from day one while you work directly with clients to gather information and prepare returns.

This in-person role focuses on building client relationships and offering tax-saving guidance. You will meet with clients, prepare returns, explain tax information clearly, and identify opportunities to enhance outcomes.

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/ 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

Communication skills

Problem-solving

Customer service

Digital tools experience

Education

High school diploma or GED

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to join a local tax office. No prior tax experience is required as training and support are provided from day one while you work directly with clients to gather information and prepare returns.

This in-person role focuses on building client relationships and offering tax-saving guidance. You will meet with clients, prepare returns, explain tax information clearly, and identify opportunities to enhance outcomes.