Seasonal Tax Associate: Learn Tax & Help Clients

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

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to start a career in tax and client services. This in-person role at a local tax office offers day-one training and support while you gather information and prepare returns.

You will meet with clients, explain tax details clearly, identify savings opportunities, and build lasting relationships through teamwork and a client-first approach. Prior tax course and customer service experience are valued, with hours flexible during peak season.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers 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 or 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

Data gathering

Attention to detail

Education

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to start a career in tax and client services. This in-person role at a local tax office offers day-one training and support while you gather information and prepare returns.

You will meet with clients, explain tax details clearly, identify savings opportunities, and build lasting relationships through teamwork and a client-first approach. Prior tax course and customer service experience are valued, with hours flexible during peak season.