Seasonal Tax Associate: Learn & Prep Client Returns

H&R Block, Inc.; Atoka (TN); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to join a local tax office in Tennessee. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

You will explain tax information clearly and identify potential tax savings opportunities while building client relationships. No prior tax experience is required as training is provided from day one, and the role is in-person with the possibility to increase earnings as knowledge grows.

Qualifications

• Experience in customer-facing or service-oriented environment.
• Strong communication to explain information clearly and ask questions to understand needs.
• Problem-solving with organizing information and finding solutions.
• Comfort with digital tools and systems, including AI-based tools.

Responsibilities

• Meet with clients to gather information and understand tax situations.
• Prepare complete and accurate tax returns with training and support.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and relevant products/services.
• Work with teammates to address questions and support office priorities.

Skills

Customer service

Communication

Problem solving

AI tools (Copilot, ChatGPT)

Education

High school diploma / GED/ equivalent

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to join a local tax office in Tennessee. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

You will explain tax information clearly and identify potential tax savings opportunities while building client relationships. No prior tax experience is required as training is provided from day one, and the role is in-person with the possibility to increase earnings as knowledge grows.