Seasonal Tax Associate: Learn Tax Prep & Client Solutions

H&R Block; Sebring (FL); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You’ll meet with clients, gather information, and prepare tax returns with training and guidance from experienced teammates.

You’ll explain tax information clearly, identify savings opportunities, and build strong client relationships while supporting office priorities. No prior tax experience is required, with earnings potential based on hourly pay.

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent tax training.
• Experience in customer service or client-facing roles is preferred.
• Ability to explain tax information clearly to clients.
• Comfort using digital tools and AI-based tools like Copilot and ChatGPT.

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

Customer service experience

Problem-solving skills

Comfort with AI tools (Copilot/ChatGPT

Education

High school diploma or equivalent

Bachelor’s degree in accounting/finance or related field

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You’ll meet with clients, gather information, and prepare tax returns with training and guidance from experienced teammates.

You’ll explain tax information clearly, identify savings opportunities, and build strong client relationships while supporting office priorities. No prior tax experience is required, with earnings potential based on hourly pay.