Seasonal Tax Associate — Learn Tax, Build Client Skills

H&R Block, Inc.; Rowlett (TX); On-site; USD 21,000 - 30,000; Full time

Job summary

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

Training is provided to help you grow your tax knowledge and client service skills. The role emphasizes clear communication, identifying savings opportunities, and building strong client relationships within a supportive, team-oriented environment.

Qualifications

• Experience in a service environment interacting with customers or clients.
• Strong communication skills with the ability to explain information clearly.
• Problem-solving abilities, including organizing information and identifying solutions.
• Comfort using digital tools and systems, including AI-based tools like Copilot and ChatGPT.
• Successful completion of the H&R Block Income Tax Course or enrollment.
• High school diploma or 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 clients can understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information and address questions with guidance.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service

Communication

Problem solving

Digital tools

Income Tax Course

Education

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 work in-person at a local tax office. You will meet with clients, gather tax information, and prepare returns with guidance from experienced teammates.

Training is provided to help you grow your tax knowledge and client service skills. The role emphasizes clear communication, identifying savings opportunities, and building strong client relationships within a supportive, team-oriented environment.