Seasonal Tax Associate — Training & Client-Focused

H&R Block; Richmond (TX); On-site; USD 25,000 - 36,000; Part time

Job summary

H&R Block 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 training from experienced teammates.

You’ll explain tax concepts clearly, identify savings opportunities, and support office priorities through teamwork and a client-first approach. No prior tax experience is required; on-the-job training and opportunities to grow are provided during the tax season.

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 and asking questions to understand needs.
• Problem-solving skills, including organizing information and identifying solutions. Comfortable using digital tools and 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 experience

Strong communication skills

Problem-solving

AI tools familiarity

Education

High school diploma / GED / equivalent

H&R Block Income Tax Course

Tools

Copilot

ChatGPT

Tax software

Job description

H&R Block 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 training from experienced teammates.

You’ll explain tax concepts clearly, identify savings opportunities, and support office priorities through teamwork and a client-first approach. No prior tax experience is required; on-the-job training and opportunities to grow are provided during the tax season.