Seasonal Tax Associate: Learn, Help Clients, Grow

H&R Block; West Palm Beach (FL); On-site; USD 21,000 - 34,000; Full 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 support from experienced teammates. Training starts day one, with a competitive hourly rate and opportunities to increase earnings as you build tax knowledge.

The role emphasizes clear tax explanations, identifying savings opportunities, and building strong client relationships through teamwork and a client-first mindset.

Qualifications

• Experience in a service-oriented environment and interacting with clients.
• Strong communication skills to explain tax information clearly.
• Problem-solving skills for analyzing client information and guiding questions.
• Comfort using digital tools and systems including AI tools like Copilot and ChatGPT.
• Enrollment in or completion of the H&R Block Income Tax Course is required.

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 and a client-first approach.

Skills

Customer service

Strong communication

Problem solving

AI tools familiarity

Education

High school diploma / GED/ equivalent

Bachelor’s degree in accounting / finance

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 support from experienced teammates. Training starts day one, with a competitive hourly rate and opportunities to increase earnings as you build tax knowledge.

The role emphasizes clear tax explanations, identifying savings opportunities, and building strong client relationships through teamwork and a client-first mindset.