Seasonal Tax Associate — Learn Tax, Build Clients, Flexible Hours

H&R Block, Inc.; Saint Augustine (FL); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block, Inc. in Florida is seeking a seasonal Tax Associate to gather client information, prepare returns, and answer questions with training support. This in-person role emphasizes building strong client relationships and providing clear tax guidance during peak season.

Participants will earn an hourly rate with potential to increase earnings as tax knowledge grows. Prior tax coursework and customer service experience are preferred for success in this seasonal position.

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 included 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

AI tool familiarity

Education

High school diploma or GED

Bachelor’s degree in accounting/finance/related field

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. in Florida is seeking a seasonal Tax Associate to gather client information, prepare returns, and answer questions with training support. This in-person role emphasizes building strong client relationships and providing clear tax guidance during peak season.

Participants will earn an hourly rate with potential to increase earnings as tax knowledge grows. Prior tax coursework and customer service experience are preferred for success in this seasonal position.