Seasonal Tax Associate: Learn Tax Prep & Help Clients

H&R Block, Inc.; Window Rock (AZ); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block in Phoenix East is hiring a seasonal Tax Associate to support clients with tax preparation and related services. You’ll gather information, prepare returns with guidance from experienced teammates, and explain tax concepts clearly to clients.

No prior tax experience is required as training is provided. The role offers an hourly pay rate with opportunities to increase earnings as your tax knowledge grows, and it is an in-person position at a local office in Phoenix.

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 included 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

Communication skills

Customer service

Problem solving

Ask clarifying questions

Comfort with AI tools

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block in Phoenix East is hiring a seasonal Tax Associate to support clients with tax preparation and related services. You’ll gather information, prepare returns with guidance from experienced teammates, and explain tax concepts clearly to clients.

No prior tax experience is required as training is provided. The role offers an hourly pay rate with opportunities to increase earnings as your tax knowledge grows, and it is an in-person position at a local office in Phoenix.