Seasonal Tax Associate — Training-Backed & Client-Focused

H&R Block, Inc.; Bigfork (MT); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to join our local tax office in Bigfork, Montana. You’ll meet with clients, gather information, prepare returns, and answer questions with training provided from day one.

No prior tax experience is required; this in-person role offers growth opportunities as you build tax knowledge and client relationships through supportive teammates. You will earn a competitive hourly rate and collaborate in a team-focused environment aligned with Block Next

Qualifications

• Completion of the H&R Block Income Tax Course.
• Experience interacting with customers in service.
• Strong communication and clarifying questions.
• Problem-solving with organized information.
• Comfort using AI-based tools like Copilot and ChatGPT.
• High school diploma or GED.

Responsibilities

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

Skills

Customer interaction

Communication

Problem solving

Digital tools

Education

H&R Block Income Tax Course

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to join our local tax office in Bigfork, Montana. You’ll meet with clients, gather information, prepare returns, and answer questions with training provided from day one.

No prior tax experience is required; this in-person role offers growth opportunities as you build tax knowledge and client relationships through supportive teammates. You will earn a competitive hourly rate and collaborate in a team-focused environment aligned with Block Next