Seasonal Tax Associate: Learn & Help Clients In-Person

H&R Block, Inc.; Post Falls (ID); 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 person. No prior tax experience is required; training and support start day one as you gather client information, prepare returns, and answer questions.

You’ll meet with clients, learn tax filing procedures, identify potential savings, and explain recommendations clearly. This role emphasizes teamwork, client relationships, and a client-first approach throughout tax 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 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

Digital tools

Education

High school diploma/GED

Bachelor’s degree

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to join a local tax office in person. No prior tax experience is required; training and support start day one as you gather client information, prepare returns, and answer questions.

You’ll meet with clients, learn tax filing procedures, identify potential savings, and explain recommendations clearly. This role emphasizes teamwork, client relationships, and a client-first approach throughout tax season.