Seasonal Tax Associate - Learn & Help Clients In-Person

H&R Block, Inc.; Guthrie (OK); On-site; USD 20,000 - 32,000; Part time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to join our local tax office in Oklahoma. You’ll help clients gather information, prepare returns, and answer questions, with training provided from day one.

This in-person role emphasizes building relationships and delivering friendly, accurate service during tax season. Work hours range from 15 to 40 per week, with peak periods requiring additional availability.

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 included 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

Communication

Problem-solving

Teamwork

Digital tools

Education

High school diploma / GED

Bachelor's degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to join our local tax office in Oklahoma. You’ll help clients gather information, prepare returns, and answer questions, with training provided from day one.

This in-person role emphasizes building relationships and delivering friendly, accurate service during tax season. Work hours range from 15 to 40 per week, with peak periods requiring additional availability.