Seasonal Tax Associate: Learn Tax, Help Clients

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

Job summary

H&R Block is seeking a seasonal Tax Associate in a local Florida office. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. Training is provided and you’ll earn an hourly rate with potential increases as you gain tax knowledge and performance.

This in-person role emphasizes client service, clear explanations, and identifying tax savings opportunities while building strong relationships with clients and the office team.

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

Digital tools

Education

High school diploma / GED

Bachelor’s degree in accounting/finance/related field

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate in a local Florida office. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. Training is provided and you’ll earn an hourly rate with potential increases as you gain tax knowledge and performance.

This in-person role emphasizes client service, clear explanations, and identifying tax savings opportunities while building strong relationships with clients and the office team.