Seasonal Tax Associate: Learn, Serve Clients, Grow

H&R Block, Inc.; Prince Frederick (MD); On-site; USD 23,000 - 28,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to start a career in tax and client services with hands-on training. You will meet with clients, gather information, and prepare tax returns under guidance in a local office in Maryland.

You’ll work with experienced teammates, develop strong communication skills, and identify tax-saving opportunities while helping clients navigate questions and options during peak 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

Organizational skills

Digital tools

Copilot

ChatGPT

Education

H&R Block Income Tax Course

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to start a career in tax and client services with hands-on training. You will meet with clients, gather information, and prepare tax returns under guidance in a local office in Maryland.

You’ll work with experienced teammates, develop strong communication skills, and identify tax-saving opportunities while helping clients navigate questions and options during peak season.