Seasonal Tax Associate — Training & Client-Focused Growth

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

Job summary

H&R Block in Florida is seeking a seasonal Tax Associate to join our local tax office. You will meet with clients, gather information, and prepare tax returns with trainer support. You’ll explain tax concepts clearly and offer guidance to help clients maximize savings, while building strong client relationships.

This in-person role emphasizes teamwork, client-first service, and opportunities to grow as you gain tax knowledge and skills throughout the tax season.

Qualifications

• Completion of 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 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

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block in Florida is seeking a seasonal Tax Associate to join our local tax office. You will meet with clients, gather information, and prepare tax returns with trainer support. You’ll explain tax concepts clearly and offer guidance to help clients maximize savings, while building strong client relationships.

This in-person role emphasizes teamwork, client-first service, and opportunities to grow as you gain tax knowledge and skills throughout the tax season.