Seasonal Tax Associate: Learn Tax Prep and Client Service

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

Job summary

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. No prior tax experience is required; full training provided. You’ll meet with clients, gather information, prepare returns, and answer questions while building client relationships and contributing to team goals.

You’ll earn a competitive hourly rate with opportunities to increase earnings as you gain tax knowledge. Availability includes evenings and weekends during tax season.

Qualifications

• Strong communication and customer-service experience.
• Ability to explain tax information clearly and ask questions to understand needs.
• Proficiency with digital tools and tax software.
• High school diploma or equivalent required.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support.
• Explain tax information clearly and provide recommendations to clients.
• Identify tax savings opportunities and recommend relevant products and services.
• Address client questions with problem-solving and available resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Excellent communication

Customer service

Problem solving

Digital tools familiarity

Education

High school diploma / GED

Bachelor’s degree in accounting / finance (preferred)

Tools

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. No prior tax experience is required; full training provided. You’ll meet with clients, gather information, prepare returns, and answer questions while building client relationships and contributing to team goals.

You’ll earn a competitive hourly rate with opportunities to increase earnings as you gain tax knowledge. Availability includes evenings and weekends during tax season.