Seasonal Tax Associate: Learn Tax Prep & Client Service

H&R Block; Boise (ID); Sur place; USD 21 000 - 30 000; Temps partiel

Résumé du poste

H&R Block is seeking a seasonal Tax Associate to help clients with information gathering and tax return preparation in person at a Boise office. No prior tax experience is required; comprehensive training and support are provided from day one to enable success and client service excellence.

You will meet with clients, explain tax information clearly, identify tax savings opportunities, and build strong client relationships while contributing to team goals during peak tax season.

Qualifications

• Completion of the HR Block Income Tax Course
• Experience interacting with customers in a service environment
• Strong communication, including explaining information clearly
• Problem-solving with ability to organize information and identify solutions
• Comfort using digital tools including AI-based tools like Copilot and ChatGPT
• High school diploma / GED or equivalent

Responsabilités

• 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

Connaissances

Customer service

Communication skills

Problem solving

Digital tools

Attention to detail

Formation

High school diploma / GED

Bachelor’s degree in accounting/finance

Outils

Copilot

ChatGPT

Description du poste

H&R Block is seeking a seasonal Tax Associate to help clients with information gathering and tax return preparation in person at a Boise office. No prior tax experience is required; comprehensive training and support are provided from day one to enable success and client service excellence.

You will meet with clients, explain tax information clearly, identify tax savings opportunities, and build strong client relationships while contributing to team goals during peak tax season.