Seasonal Tax Associate - Learn Tax & Help Clients

H&R Block; Opelika (AL); On-site; USD 17,000 - 30,000; Full 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 training and support from experienced teammates. You'll explain tax concepts clearly, identify savings opportunities, and build strong client relationships as part of a collaborative, in-person tax office team during peak season.

No prior tax experience is required; training starts day one, and compensation is hourly with opportunities to increase earnings as knowledge

Qualifications

• Experience interacting with customers or clients in a service-oriented environment.
• Strong communication skills and ability to explain information clearly.
• Problem-solving and information organizing skills.
• Comfort using digital tools and AI-based systems 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

Excellent communication

Customer service

Problem solving

Digital literacy

Time management

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance, or related field

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 training and support from experienced teammates. You'll explain tax concepts clearly, identify savings opportunities, and build strong client relationships as part of a collaborative, in-person tax office team during peak season.

No prior tax experience is required; training starts day one, and compensation is hourly with opportunities to increase earnings as knowledge