Seasonal Tax Associate — Start in Tax & Client Service

H&R Block, Inc.; Sebring (FL); On-site; USD 19,000 - 28,000; Part time

Job summary

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

You will explain tax information clearly, identify savings opportunities, and provide recommendations while building strong client relationships and contributing to office priorities. Availability during tax season and flexible hours are expected.

Qualifications

• Completion of the H&R Block Income Tax Course or enrollment in the 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 with guidance
• Build strong client relationships and support office priorities through teamwork and client-first approach

Skills

Customer service

Communication

Problem solving

Digital tools

High school diploma

Education

High school diploma or GED

Bachelor's degree preferred

Tools

Copilot

ChatGPT

Job description

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

You will explain tax information clearly, identify savings opportunities, and provide recommendations while building strong client relationships and contributing to office priorities. Availability during tax season and flexible hours are expected.