Seasonal Tax Associate - Learn Tax, Help Clients, In-Office

H&R Block, Inc.; Oneonta (AL); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to join a local tax office in Birmingham, AL. No prior tax experience required as training and support are provided from day one.

You will meet with clients, gather information, and prepare tax returns while explaining options clearly to help maximize tax savings and ensure client satisfaction. This in-person role offers an hourly rate with opportunities to increase earnings as you build tax knowledge and expertise during the busy tax season,

Qualifications

• Successful completion of the H&R Block Income Tax Course 1
• 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

Comfort with digital tools

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to join a local tax office in Birmingham, AL. No prior tax experience required as training and support are provided from day one.

You will meet with clients, gather information, and prepare tax returns while explaining options clearly to help maximize tax savings and ensure client satisfaction. This in-person role offers an hourly rate with opportunities to increase earnings as you build tax knowledge and expertise during the busy tax season,