Seasonal Tax Associate — Training & Client-Focused Role

H&R Block; Palm Harbor (FL); On-site; USD 19,000 - 30,000; Part time

Job summary

H&R Block is hiring a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns at a local office. No prior tax experience is required, as training and support are provided from day one.

You will explain tax information clearly and look for savings opportunities, while building strong client relationships and contributing to team goals. The role is in-person at a local H&R Block tax office, with an hourly wage that can grow as tax knowledge increases.

Qualifications

• Experience interacting with customers in a service-oriented environment.
• Clear and effective communication with clients to understand needs and explain tax concepts.
• Strong problem-solving skills to analyze information and identify solutions with guidance.
• Comfort using digital tools and systems, including AI-based assistants 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 from experienced teammates.
• Explain tax information clearly and provide recommendations clients can understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information and address questions with available resources.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service experience

Strong communication skills

Problem-solving abilities

AI tools familiarity

Education

High school diploma or GED

Job description

H&R Block is hiring a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns at a local office. No prior tax experience is required, as training and support are provided from day one.

You will explain tax information clearly and look for savings opportunities, while building strong client relationships and contributing to team goals. The role is in-person at a local H&R Block tax office, with an hourly wage that can grow as tax knowledge increases.