Seasonal Tax Associate: Learn Tax Prep & Help Clients

H&R Block; Bardstown (KY); On-site; USD 17,000 - 28,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate to help gather client information, prepare returns, and answer tax questions in person at a local H&R Block tax office. Training and support are provided from day one, with opportunities to increase earnings as tax knowledge grows.

The role offers an hourly rate with potential for higher earnings during peak periods. No prior tax experience is required, and a strong focus on building client relationships is emphasized.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers or clients in a service-oriented environment.
• Strong communication skills and ability to explain information clearly.
• Problem-solving skills including organizing information and identifying solutions.
• Comfort using digital tools and AI-based resources (Copilot, 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 with guidance.
• Build strong client relationships and support office priorities through teamwork.

Skills

Strong communication

Customer interaction

Problem-solving

AI tools familiarity

Experience in service environment

Education

High school diploma / GED / 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 help gather client information, prepare returns, and answer tax questions in person at a local H&R Block tax office. Training and support are provided from day one, with opportunities to increase earnings as tax knowledge grows.

The role offers an hourly rate with potential for higher earnings during peak periods. No prior tax experience is required, and a strong focus on building client relationships is emphasized.