Seasonal Tax Associate: Learn Tax & Help Clients

H&R Block, Inc.; Tempe (AZ); On-site; USD 2,066,000 - 3,444,000; Part time

Benefits offered by this job

Training provided

Seasonal role

In-person at local office

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate for in-person work at a local H&R Block tax office in Phoenix metro area. The role involves meeting clients, gathering information, and preparing tax returns with training and support from experienced teammates.

Ideal candidates have customer-service experience and strong communication skills, plus problem-solving ability. Availability for peak periods, including evenings and weekends, is a plus.

Qualifications

• Successful 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 included 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 experience

Strong communication skills

Problem-solving

Digital tools use (Copilot, ChatGPT)

Education

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate for in-person work at a local H&R Block tax office in Phoenix metro area. The role involves meeting clients, gathering information, and preparing tax returns with training and support from experienced teammates.

Ideal candidates have customer-service experience and strong communication skills, plus problem-solving ability. Availability for peak periods, including evenings and weekends, is a plus.