Seasonal Tax Associate: Train, Prep & Help Clients

H&R Block, Inc.; Wagoner (OK); On-site; USD 17,000 - 25,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Training and growth

Job summary

H&R Block, Inc. is hiring a Seasonal Tax Associate to help clients gather information, prepare returns, and answer questions with training from day one. The role is in-person at a local H&R Block tax office and offers opportunities to grow earnings as tax knowledge builds.

The position emphasizes client service, clear communication, problem solving, and teamwork, with evenings/weekends during peak tax season possible. No prior tax experience required, training provided.

Qualifications

• Completion of the H&R Block Income Tax Course or equivalent tax basics.
• Experience interacting with customers in a service environment.
• Strong communication and ability to explain information clearly.
• Problem-solving skills with ability to organize information and find solutions.
• Comfort using digital tools and systems including AI-based tools.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support from teammates.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and relevant products/services.
• Address questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Strong communication

Problem solving

Digital tools (AI)

Education

H&R Block Income Tax Course

High school diploma / GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is hiring a Seasonal Tax Associate to help clients gather information, prepare returns, and answer questions with training from day one. The role is in-person at a local H&R Block tax office and offers opportunities to grow earnings as tax knowledge builds.

The position emphasizes client service, clear communication, problem solving, and teamwork, with evenings/weekends during peak tax season possible. No prior tax experience required, training provided.