Seasonal Tax Associate - Training & Client-Focused

H&R Block; Warren (Warren County); On-site; USD 21,000 - 39,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, collect information, and prepare tax returns with training and support. You will explain tax details clearly, identify savings opportunities, and provide recommendations while building strong client relationships in a local tax office.

This in-person role offers hourly pay with opportunities to grow as tax knowledge increases. No prior tax experience is required; training and support are provided from day one, and you’ll work

Qualifications

• Completion of the H&R Block Income Tax Course or equivalent
• Experience interacting with customers in a service environment
• Strong communication and ability to explain information clearly
• Problem-solving and ability to identify solutions
• Comfort using digital tools and AI-based systems
• High school diploma or 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
• Explain tax information clearly and provide understandable recommendations
• Identify tax savings opportunities and offer relevant products/services
• Apply problem-solving to analyze client information and address questions
• Build strong client relationships and support office priorities through teamwork

Skills

Customer service

Communication

Problem solving

AI tools familiarity

Teamwork

Education

High school diploma or GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients, collect information, and prepare tax returns with training and support. You will explain tax details clearly, identify savings opportunities, and provide recommendations while building strong client relationships in a local tax office.

This in-person role offers hourly pay with opportunities to grow as tax knowledge increases. No prior tax experience is required; training and support are provided from day one, and you’ll work