Seasonal Tax Associate: Learn & Prepare Returns

H&R Block; Carey (OH); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate for in-person service at a local tax office in the United States. No prior tax experience is required; training and support are provided from day one.

You will meet with clients, gather information, prepare returns, and explain tax information clearly while helping clients understand opportunities. This role emphasizes building strong client relationships and teamwork with a client-first approach.

Qualifications

• Completion of the H&R Block Income Tax Course
• Experience in customer service
• Strong communication skills
• Problem-solving ability
• Comfort using AI-based tools like Copilot and ChatGPT
• High school diploma / GED or 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 (Copilot/ChatGPT)

Education

High school diploma or GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate for in-person service at a local tax office in the United States. No prior tax experience is required; training and support are provided from day one.

You will meet with clients, gather information, prepare returns, and explain tax information clearly while helping clients understand opportunities. This role emphasizes building strong client relationships and teamwork with a client-first approach.