Seasonal Tax Associate: Training, Client‑Focused Tax Prep

H&R Block; Louisa (KY); On-site; USD 21,000 - 30,000; 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 meet with clients to gather information, prepare returns, and address questions while building client relationships.

You’ll work in-person at a local H&R Block tax office, earning an hourly rate with opportunities to grow as you gain tax knowledge and experience. Prior tax experience isn’t required.

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 experience

Strong communication

Problem solving

Explain tax information clearly

Digital tools familiarity (Copilot, AI

Education

High school diploma / GED/ equivalent

Bachelor’s degree in accounting/finance (preferred)

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 meet with clients to gather information, prepare returns, and address questions while building client relationships.

You’ll work in-person at a local H&R Block tax office, earning an hourly rate with opportunities to grow as you gain tax knowledge and experience. Prior tax experience isn’t required.