Seasonal Tax Associate: Learn, Help Clients, Grow

H&R Block; Savannah (MO); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Associate to join a local tax office in a hands-on client service role. You’ll gather client information, prepare tax returns with support from teammates, and clearly explain tax details while identifying savings opportunities.

The position offers training and room to grow with the tax knowledge gained. The role is in-person at a local H&R Block tax office, with a focus on building client relationships and supporting office priorities through teamwork and a

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers or clients in a service 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

Strong communication

Problem-solving

AI tools familiarity

High school diploma

Education

Bachelor’s degree in accounting/finance/related field

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 in a hands-on client service role. You’ll gather client information, prepare tax returns with support from teammates, and clearly explain tax details while identifying savings opportunities.

The position offers training and room to grow with the tax knowledge gained. The role is in-person at a local H&R Block tax office, with a focus on building client relationships and supporting office priorities through teamwork and a