Seasonal Tax Associate: Learn Tax Prep & Client Services

H&R Block, Inc.; Munfordville (KY); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office in Kentucky. You will gather client information, prepare returns with training and support, and assist clients while building trust and strong relationships.

No prior tax experience is required; we provide training from day one and ongoing support. You will meet clients, explain tax information clearly, identify savings opportunities, and contribute to a collaborative, client-first team.

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent training.
• Experience interacting with customers or clients in a service environment.
• Strong communication and ability to explain information clearly.
• Problem-solving ability, organizing information, and identifying solutions.
• Comfort using digital tools and AI-based assistants.

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
• Apply problem-solving skills to analyze client information with guidance
• Build strong client relationships and support office priorities through teamwork

Skills

Customer service

Communication

Problem solving

Digital literacy

Education

High school diploma / GED/ equivalent

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

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office in Kentucky. You will gather client information, prepare returns with training and support, and assist clients while building trust and strong relationships.

No prior tax experience is required; we provide training from day one and ongoing support. You will meet clients, explain tax information clearly, identify savings opportunities, and contribute to a collaborative, client-first team.