Seasonal Tax Associate: Learn Tax & Help Clients

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

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to support clients with tax preparation and consultations at a local tax office. No prior tax experience is required, as training and day-one support are provided to gather information and prepare returns.

You will meet with clients, explain tax information, and identify tax savings opportunities while building strong client relationships in a collaborative team environment.

Qualifications

• Experience in a service environment interacting with customers.
• Clear communication and ability to explain tax information.
• Strong problem-solving and information-organizing skills.
• Comfort using digital tools and AI-based tools like Copilot and ChatGPT.
• High school diploma or equivalent required.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support.
• Explain tax information clearly and provide recommendations.
• 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.

Skills

Customer service experience

Strong communication

Problem-solving

AI tools familiarity

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance or related field

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to support clients with tax preparation and consultations at a local tax office. No prior tax experience is required, as training and day-one support are provided to gather information and prepare returns.

You will meet with clients, explain tax information, and identify tax savings opportunities while building strong client relationships in a collaborative team environment.