Seasonal Tax Associate — Training & Client Impact

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

Job summary

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with training and support. You will explain tax concepts clearly and identify savings opportunities while building strong client relationships.

No prior tax experience is required, and you can earn through hourly pay with potential increase as tax knowledge grows. In-person position during peak season.

Qualifications

• 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 or 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 and a client-first approach.

Skills

Customer service

Communication

Problem solving

AI tools usage

Questions gathering

Teamwork

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with training and support. You will explain tax concepts clearly and identify savings opportunities while building strong client relationships.

No prior tax experience is required, and you can earn through hourly pay with potential increase as tax knowledge grows. In-person position during peak season.