Seasonal Tax Associate — Training & Client-Focused Prep

H&R Block, Inc.; Lewisburg (WV); On-site; USD 25,000 - 33,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate to start a career in tax and client services with training from day one. You’ll work directly with clients to gather information, prepare tax returns, and answer questions at a local H&R Block office.

No prior tax experience is required; you will earn a competitive hourly rate and have opportunities to increase earnings as you gain tax knowledge and grow in the role. This is an in-person position at a local tax office.

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
• 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 skills

Problem solving

Digital tools familiarity

High school diploma

Education

Bachelor’s degree in accounting/finance/related field

High school diploma or GED

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to start a career in tax and client services with training from day one. You’ll work directly with clients to gather information, prepare tax returns, and answer questions at a local H&R Block office.

No prior tax experience is required; you will earn a competitive hourly rate and have opportunities to increase earnings as you gain tax knowledge and grow in the role. This is an in-person position at a local tax office.