Seasonal Tax Associate: Learn Tax, Help Clients

H&R Block, Inc.; Sandusky (OH); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate for an in-person role at a local tax office in Ohio. You will meet with clients to gather information, prepare tax returns, and answer questions with training and support from experienced teammates.

No prior tax experience is required; you will earn an hourly wage and can increase earnings as you build tax knowledge and client relationships. Availability for peak tax season hours is helpful.

Qualifications

• 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

Teamwork

Education

High school diploma

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate for an in-person role at a local tax office in Ohio. You will meet with clients to gather information, prepare tax returns, and answer questions with training and support from experienced teammates.

No prior tax experience is required; you will earn an hourly wage and can increase earnings as you build tax knowledge and client relationships. Availability for peak tax season hours is helpful.