Seasonal Tax Associate: Learn, Prepare, Advise Clients

H&R Block, Inc.; Jacksboro (TN); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll gather client information, prepare tax returns with training, and explain tax concepts clearly while identifying potential savings and recommending products and services.

This role emphasizes client relationships, teamwork, and a client-first approach. No prior tax experience is required; you’ll receive day-one training and support, with opportunities to increase earnings as your tax knowledge grows

Qualifications

• Completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service environment.
• Strong communication and clarity in explaining information.
• Problem-solving and ability to identify solutions.
• Comfort with digital tools including AI assistants like Copilot and ChatGPT.
• High school diploma or GED.

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 that clients can understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to address questions or unique situations with guidance and resources.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Communication skills

Customer service experience

Problem-solving

AI tools familiarity

Education

High school diploma or GED

H&R Block Income Tax Course

Bachelor’s degree in accounting/finance (preferred)

Job description

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll gather client information, prepare tax returns with training, and explain tax concepts clearly while identifying potential savings and recommending products and services.

This role emphasizes client relationships, teamwork, and a client-first approach. No prior tax experience is required; you’ll receive day-one training and support, with opportunities to increase earnings as your tax knowledge grows