Seasonal Tax Associate: Learn, Help Clients, Grow

H&R Block, Inc.; Prescott (AZ); On-site; USD 21,000 - 34,000; Part time

Benefits offered by this job

Competitive hourly pay

In-person tax office work

Training provided

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to recruit clients, gather information, and prepare tax returns in-person at a local tax office. You’ll work with training support from seasoned teammates, learning tax concepts and communicating clearly with clients.

The role emphasizes client service, problem-solving, and teamwork to deliver accurate tax outcomes and broaden client relationships during peak season.

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
• Explain tax information clearly and provide recommendations
• Identify tax savings opportunities and recommend relevant products and services
• Address questions or unique situations with guidance and available resources
• Build strong client relationships and support office priorities through teamwork

Skills

Customer service

Strong communication

Problem solving

Client-facing

Teamwork

Coping with AI tools (Copilot)

Adaptability

Education

High school diploma/GED

Bachelor’s in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to recruit clients, gather information, and prepare tax returns in-person at a local tax office. You’ll work with training support from seasoned teammates, learning tax concepts and communicating clearly with clients.

The role emphasizes client service, problem-solving, and teamwork to deliver accurate tax outcomes and broaden client relationships during peak season.