Seasonal Tax Associate - Learn, Help Clients, Grow

H&R Block; Pleasant Hill (MO); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll meet with clients, gather information, and prepare tax returns with training and guidance from experienced teammates.

No prior tax experience is required; you'll learn on the job and earn an hourly rate that increases with tax knowledge and performance during peak season. This role emphasizes client service and collaboration.

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

Customer service experience

Communication skills

Problem-solving

Digital tools experience

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 work in-person at a local tax office. You’ll meet with clients, gather information, and prepare tax returns with training and guidance from experienced teammates.

No prior tax experience is required; you'll learn on the job and earn an hourly rate that increases with tax knowledge and performance during peak season. This role emphasizes client service and collaboration.