Seasonal Tax Associate: Learn Tax Prep & Help Clients

H&R Block; Gulf Breeze (FL); On-site; USD 19,000 - 30,000; Part time

Job summary

H&R Block in Florida is seeking a seasonal Tax Associate to join our in-office tax team. You will gather client information, prepare tax returns with training, answer questions, and build strong client relationships. This role is in-person at a local tax office.

No prior tax experience is required. You’ll receive comprehensive training and have opportunities to increase earnings as you grow tax knowledge, with evenings and weekends during peak season.

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, including explaining information clearly and asking questions to understand needs.
• Problem-solving skills, including organizing information and identifying solutions.
• Comfort using digital tools and systems including AI-based tools like Copilot and 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 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

Customer service

Communication skills

Problem solving

AI tools familiarity

Education

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

H&R Block in Florida is seeking a seasonal Tax Associate to join our in-office tax team. You will gather client information, prepare tax returns with training, answer questions, and build strong client relationships. This role is in-person at a local tax office.

No prior tax experience is required. You’ll receive comprehensive training and have opportunities to increase earnings as you grow tax knowledge, with evenings and weekends during peak season.