Seasonal Tax Associate — Learn, Help Clients, Grow

H&R Block; Mount Vernon (KY); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block is hiring a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with day-one training and support. You will explain tax concepts clearly and recommend relevant products and services while building strong client relationships in a local office setting.

No prior tax experience is required; you will earn a competitive hourly rate with opportunities to grow as your tax knowledge increases. This role is in-person at a local H&R Block tax office.

Qualifications

• Successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment referenced in the ad.
• 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

Customer service

Communication

Education

High school diploma/GED

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with day-one training and support. You will explain tax concepts clearly and recommend relevant products and services while building strong client relationships in a local office setting.

No prior tax experience is required; you will earn a competitive hourly rate with opportunities to grow as your tax knowledge increases. This role is in-person at a local H&R Block tax office.