Seasonal Tax Associate – Training & Client‑Focused

H&R Block; Montgomery Village (MD); On-site; USD 23,000 - 28,000; Full time

Job summary

H&R Block in Montgomery Village, MD is seeking a seasonal Tax Associate to work in person at a local tax office. You'll meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. No prior tax experience is required as training is provided.

You will learn tax concepts, help clients, and develop strong relationships while earning an hourly wage during tax season. Evenings and weekends may be needed during peak periods, with schedules that can reach up

Qualifications

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

Strong communication

Problem solving

Digital tools familiarity

Education

High school diploma or GED

Bachelor's degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block in Montgomery Village, MD is seeking a seasonal Tax Associate to work in person at a local tax office. You'll meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. No prior tax experience is required as training is provided.

You will learn tax concepts, help clients, and develop strong relationships while earning an hourly wage during tax season. Evenings and weekends may be needed during peak periods, with schedules that can reach up