Seasonal Tax Associate — Learn Tax, Help Clients

H&R Block, Inc.; Sarasota (FL); On-site; USD 25,000 - 33,000; Part time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate in Florida. You will gather client information, prepare tax returns, and answer questions with training and support from day one, working in-person at a local tax office.

No prior tax experience is required. You’ll meet clients, explain tax information clearly, identify savings opportunities, and build strong client relationships while collaborating with teammates.

Qualifications

• Completion of H&R Block Income Tax Course or Tax Knowledge Assessment is required/preferred.
• Experience interacting with customers in a service-oriented environment.
• Strong communication skills and ability to explain information clearly.
• Problem-solving skills and ability to organize information to identify solutions.

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 clients can understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Collaborate with team to build strong client relationships and support office priorities.

Skills

Customer service

Communication

Problem-solving

AI tools (Copilot, ChatGPT)

Training readiness

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or finance

Tools

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate in Florida. You will gather client information, prepare tax returns, and answer questions with training and support from day one, working in-person at a local tax office.

No prior tax experience is required. You’ll meet clients, explain tax information clearly, identify savings opportunities, and build strong client relationships while collaborating with teammates.