Seasonal Tax Associate | Tax Prep & Client Services

H&R Block, Inc.; Hamilton (MT); On-site; USD 25,000 - 33,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather tax information, prepare returns, and explain tax concepts. Training and support are provided from day one, with opportunities to increase earnings as tax knowledge grows. Role is in-person at a local H&R Block tax office and offers a competitive hourly rate.

No prior tax experience required; high school diploma or equivalent is required, with availability to work evenings and weekends during peak tax season.

Qualifications

• Completed HR 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 or 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 clients can 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 a client-first approach.

Skills

Customer service

Communication skills

Problem solving

Digital tools (Copilot/ChatGPT)

Interpersonal skills

Education

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather tax information, prepare returns, and explain tax concepts. Training and support are provided from day one, with opportunities to increase earnings as tax knowledge grows. Role is in-person at a local H&R Block tax office and offers a competitive hourly rate.

No prior tax experience required; high school diploma or equivalent is required, with availability to work evenings and weekends during peak tax season.