Seasonal Tax Associate — Learn Tax & Help Clients

H&R Block, Inc.; Beachwood (OH); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block is hiring a seasonal Tax Associate to start a career in tax and client services at a local tax office. You will gather information, prepare returns, and answer questions under guidance, with training from day one.

With the opportunity to increase earnings as you build tax knowledge, you will build client relationships and provide recommendations while supporting office priorities and teamwork during tax season.

Qualifications

• Successful completion of the HR 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
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Skills

Customer service

Strong communication

Problem-solving

Digital tools (Copilot, ChatGPT)

Education

High school diploma / GED

Bachelor's degree (preferred) in accounting/finance or related field

Job description

H&R Block is hiring a seasonal Tax Associate to start a career in tax and client services at a local tax office. You will gather information, prepare returns, and answer questions under guidance, with training from day one.

With the opportunity to increase earnings as you build tax knowledge, you will build client relationships and provide recommendations while supporting office priorities and teamwork during tax season.