Seasonal Tax Associate — Train, Help Clients, Grow

H&R Block

Spring Hill (TN)

On-site

USD 21,000 - 34,000

Part time

11 days ago

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Job summary

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

You’ll explain tax information clearly and help clients understand available options, while identifying potential savings opportunities. The role emphasizes strong client relationships, teamwork, and a client-first approach, with an opportunity to grow earnings as tax knowledge

Qualifications

  • High school diploma or equivalent required.
  • Experience in customer service or client-facing roles.
  • Strong communication skills and ability to explain tax information clearly.
  • Problem-solving skills and ability to organize information.
  • Comfort using digital tools and AI-based tools like Copilot and ChatGPT.

Responsibilities

  • Meet with clients to gather information and understand their tax situation.
  • Prepare complete and accurate tax returns with training.
  • Explain tax information clearly and provide recommendations.
  • Identify tax savings opportunities and recommend relevant products/services.
  • Apply problem-solving skills to analyze client information and address questions.
  • Build strong client relationships and support office priorities through teamwork.

Skills

Customer service
Communication
Problem solving
Teamwork
Digital literacy
Comfort using AI tools

Education

High school diploma or equivalent
Bachelor's degree in accounting/finance or related field (preferred)

Tools

Copilot
ChatGPT

Job description

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

You’ll explain tax information clearly and help clients understand available options, while identifying potential savings opportunities. The role emphasizes strong client relationships, teamwork, and a client-first approach, with an opportunity to grow earnings as tax knowledge

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