Seasonal Tax Associate - Learn Tax, Help Clients

H&R Block, Inc.; Jasper (FL); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to start a career in tax and client services. No prior tax experience required, as you’ll receive training from day one and work directly with clients to gather information and prepare returns.

This in-person role at a local tax office emphasizes meeting clients, explaining tax concepts clearly, and identifying potential savings opportunities while building strong client relationships.

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

AI tools (Copilot, ChatGPT)

HS diploma

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

H&R Block Income Tax Course

Job description

H&R Block is seeking a seasonal Tax Associate to start a career in tax and client services. No prior tax experience required, as you’ll receive training from day one and work directly with clients to gather information and prepare returns.

This in-person role at a local tax office emphasizes meeting clients, explaining tax concepts clearly, and identifying potential savings opportunities while building strong client relationships.