Seasonal Tax Associate: Train, Grow & Serve Clients

H&R Block, Inc.; Pleasant Hill (MO); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block, Inc. is hiring a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates. You will explain tax information clearly and identify potential savings while leveraging AI-based tools as needed.

The role is in-person at a local H&R Block tax office, with opportunities to increase earnings as tax knowledge grows and performance improves.

Qualifications

• Completion of the H&R Block Income Tax Course 1.
• Experience interacting with customers or clients in a service-oriented environment.
• Strong communication skills and the ability to explain information clearly.
• Ability to explain tax information and provide recommendations.
• Comfort using digital tools and 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 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 and available resources.
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach.

Skills

Customer service

Communication

Problem-solving

Tax knowledge

Client relations

Teamwork

Education

High School Diploma or GED

Bachelor's degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is hiring a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates. You will explain tax information clearly and identify potential savings while leveraging AI-based tools as needed.

The role is in-person at a local H&R Block tax office, with opportunities to increase earnings as tax knowledge grows and performance improves.