Seasonal Tax Associate: Learn Tax, Help Clients

H&R Block; Linden (AL); On-site; USD 19,000 - 28,000; Part time

Job summary

H&R Block in Alabama is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with support from experienced teammates.

You'll explain tax information clearly, identify savings opportunities, and build strong client relationships while working in a local office. The role requires the H&R Block Income Tax Course completion and strong customer-service skills. Hours vary seasonally, including evenings and weekends.

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent.
• Experience in a service-oriented environment with customers.
• Clear communication with questions to understand needs.
• Strong problem-solving with organized information.
• Comfort using AI tools like Copilot and ChatGPT.
• High school diploma or GED completed.

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 understandable recommendations.
• Identify tax savings opportunities and suggest relevant products and services.
• Apply problem-solving to analyze client information and address questions with guidance.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Explain tax info clearly

Problem solving

Digital tools like Copilot

Strong communication

High school diploma

Education

High school diploma or GED

Bachelor’s in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block in Alabama is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with support from experienced teammates.

You'll explain tax information clearly, identify savings opportunities, and build strong client relationships while working in a local office. The role requires the H&R Block Income Tax Course completion and strong customer-service skills. Hours vary seasonally, including evenings and weekends.