Seasonal Tax Associate — Training, Client Impact

H&R Block, Inc.; Hardin (MT); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to work in a local tax office, assisting clients with information gathering, tax return preparation, and guidance on tax-saving opportunities.

Training and support are provided from day one, with an emphasis on delivering clear explanations and building client relationships. The role is in-person, offering an hourly wage with potential increases as tax knowledge grows.

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
• 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
• Build strong client relationships and support office priorities through teamwork and a client-first approach

Skills

Customer service

Communication

Problem solving

Digital tools

Education

High school diploma or GED

Bachelor's degree in accounting/finance (preferred)

Tools

Copilot

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to work in a local tax office, assisting clients with information gathering, tax return preparation, and guidance on tax-saving opportunities.

Training and support are provided from day one, with an emphasis on delivering clear explanations and building client relationships. The role is in-person, offering an hourly wage with potential increases as tax knowledge grows.