Seasonal Tax Associate - Training & Client-Focused Role

H&R Block; Bremerton (WA); On-site; USD 33,000 - 41,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You’ll gather client information, prepare returns with training, and help customers understand tax implications. This role emphasizes client service and learning on the job.

With structured support from experienced teammates, you’ll identify savings opportunities and grow your tax knowledge, enhancing client relationships and contributing to office goals during tax season.

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent tax coursework.
• Experience interacting with customers in a service-oriented environment.
• Strong communication skills, including explaining information clearly and asking questions to understand needs.
• Comfort using digital tools and AI-based tools like Copilot and ChatGPT.

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 recommendations.
• Identify tax savings opportunities and relevant products/services.
• Apply problem-solving skills to analyze client information and address questions with guidance.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Problem solving

Understanding needs

Education

High school diploma

Income Tax Course

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You’ll gather client information, prepare returns with training, and help customers understand tax implications. This role emphasizes client service and learning on the job.

With structured support from experienced teammates, you’ll identify savings opportunities and grow your tax knowledge, enhancing client relationships and contributing to office goals during tax season.