Seasonal Tax Associate: Learn Tax Prep & Client Advisory

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

Job summary

H&R Block in Ohio is seeking a seasonal Tax Associate to start a career in tax and client services with training from day one. You’ll meet with clients, gather information, prepare tax returns, and answer questions in person at a local tax office.

You’ll earn a competitive hourly rate and develop skills in tax knowledge, client relationships, and problem-solving while supporting office priorities through teamwork.

Qualifications

• Completed 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

Strong communication skills

Problem-solving skills

Customer service experience

AI tools familiarity (Copilot, ChatGPT

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance or related field

Tools

Copilot

ChatGPT

Job description

H&R Block in Ohio is seeking a seasonal Tax Associate to start a career in tax and client services with training from day one. You’ll meet with clients, gather information, prepare tax returns, and answer questions in person at a local tax office.

You’ll earn a competitive hourly rate and develop skills in tax knowledge, client relationships, and problem-solving while supporting office priorities through teamwork.