Seasonal Tax Associate: Learn Tax & Help Clients

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

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to begin a career in tax and client services with training from day one.

This in-person role at a local tax office involves meeting clients, gathering tax information, and preparing returns with guidance from senior teammates. The position emphasizes clear communication, identifying tax-saving opportunities, and building lasting client relationships during peak seasons.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers or clients in a service-oriented environment.
• Strong communication and problem-solving skills.
• Comfort using digital tools including AI-based tools like Copilot and ChatGPT.
• High school diploma or 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 understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information and address questions with guidance and resources.
• Build strong client relationships and support office priorities through teamwork and client-first approach

Skills

Customer interaction

Communication skills

Problem-solving

AI tools familiarity

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to begin a career in tax and client services with training from day one.

This in-person role at a local tax office involves meeting clients, gathering tax information, and preparing returns with guidance from senior teammates. The position emphasizes clear communication, identifying tax-saving opportunities, and building lasting client relationships during peak seasons.