Seasonal Tax Associate — Training & Client-Focused

H&R Block; Blackfoot (ID); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with support from experienced teammates. You will explain tax concepts clearly and identify potential savings opportunities while building strong client relationships.

This in-person role offers training and the opportunity to grow in knowledge and earnings during peak periods. The position emphasizes customer service, effective communication, and teamwork in a fast-paced tax office

Qualifications

• Successful completion of the H&R Block Income Tax Course
• Experience interacting with customers in a service-oriented environment
• Strong communication skills, including explaining information clearly
• Problem-solving skills, including organizing information and identifying solutions
• Comfort using digital tools and systems including AI-based tools like Copilot and ChatGPT
• High school diploma / GED / 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 or unique situations 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

Questioning needs

Digital tools literacy

Education

High school diploma / GED

H&R Block Income Tax Course

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with support from experienced teammates. You will explain tax concepts clearly and identify potential savings opportunities while building strong client relationships.

This in-person role offers training and the opportunity to grow in knowledge and earnings during peak periods. The position emphasizes customer service, effective communication, and teamwork in a fast-paced tax office