Seasonal Tax Associate: Learn Tax Prep & Client Help

H&R Block, Inc.; Winter Haven (FL); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to assist clients with gathering information and preparing tax returns, with training from day one. This in-person role is based at a local H&R Block tax office and offers an hourly pay model with potential increases as tax knowledge grows.

The position requires no prior tax experience and emphasizes client service, problem-solving, and using digital tools to support returns. Evening/weekend availability may be needed during peak season.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers or clients in a service environment.
• Strong communication skills, including explaining information clearly.
• Problem-solving skills and ability to organize information.
• Comfort using digital tools and systems including AI-based tools like Copilot and ChatGPT.
• High school diploma / GED or equivalent.

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.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to address questions with guidance.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Communication skills

Problem-solving

Education

High school diploma / GED/ equivalent

Bachelor’s degree in accounting, finance, or related field

Tools

AI tools Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to assist clients with gathering information and preparing tax returns, with training from day one. This in-person role is based at a local H&R Block tax office and offers an hourly pay model with potential increases as tax knowledge grows.

The position requires no prior tax experience and emphasizes client service, problem-solving, and using digital tools to support returns. Evening/weekend availability may be needed during peak season.