Seasonal Tax Associate — Training & Client Experience

H&R Block; Lincoln Park (MI); On-site; USD 21,000 - 39,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to join our in-person tax office. You will meet with clients, collect information, and prepare tax returns with training and support from experienced teammates.

You’ll explain tax concepts clearly and offer recommendations in a straightforward way, helping clients identify savings opportunities and choose suitable products and services. No prior tax experience is required; you’ll gain tax knowledge and grow with the role while building valuable

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers or clients in a service 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.

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 clients can understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Address client questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Strong communication

Problem-solving

Customer service experience

Digital tools (AI like Copilot/ChatGPT

Education

High school diploma or GED

Bachelor’s degree in accounting/finance or related field

Tools

Copilot/ChatGPT tooling

Job description

H&R Block is seeking a seasonal Tax Associate to join our in-person tax office. You will meet with clients, collect information, and prepare tax returns with training and support from experienced teammates.

You’ll explain tax concepts clearly and offer recommendations in a straightforward way, helping clients identify savings opportunities and choose suitable products and services. No prior tax experience is required; you’ll gain tax knowledge and grow with the role while building valuable