Seasonal Tax Associate: Learn, Help Clients & Grow

H&R Block; Toledo (IA); On-site; USD 21,000 - 30,000; Part time

Benefits offered by this job

Competitive hourly rate

Job summary

H&R Block in the United States is seeking a seasonal Tax Associate to start a career in tax and client services. With training and support from day one, you’ll meet with clients, gather information, prepare tax returns, and answer questions while building valuable skills and client relationships.

You’ll earn a competitive hourly rate and have opportunities to grow as you build tax knowledge and contribute to office priorities. This role is in-person at a local H&R Block tax office.

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.

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

Problem solving

AI tools

Education

High school diploma / GED

Bachelor's degree in accounting or related field

Tools

Copilot

ChatGPT

Job description

H&R Block in the United States is seeking a seasonal Tax Associate to start a career in tax and client services. With training and support from day one, you’ll meet with clients, gather information, prepare tax returns, and answer questions while building valuable skills and client relationships.

You’ll earn a competitive hourly rate and have opportunities to grow as you build tax knowledge and contribute to office priorities. This role is in-person at a local H&R Block tax office.