Seasonal Tax Associate: Learn Tax, Help Clients

H&R Block; Coweta (OK); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block is hiring a seasonal Tax Associate for an in-person role at a local tax office. You will gather client information, prepare returns, and explain tax details with guidance from experienced teammates.

The position emphasizes building client relationships and delivering service with a client-first mindset. No prior tax experience is required as training is provided; hours vary with peak periods, including evenings and weekends.

Qualifications

• Completed H&R Block Income Tax Course
• Experience interacting with customers in a service-oriented environment
• Strong communication skills
• Problem-solving skills
• Comfort using AI tools like Copilot and ChatGPT
• High school diploma / GED

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 experience

Strong communication

Problem solving

AI tools familiarity

Education

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate for an in-person role at a local tax office. You will gather client information, prepare returns, and explain tax details with guidance from experienced teammates.

The position emphasizes building client relationships and delivering service with a client-first mindset. No prior tax experience is required as training is provided; hours vary with peak periods, including evenings and weekends.