Seasonal Tax Associate - Training & Client Impact

H&R Block; Lake City (FL); 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. No prior tax experience required; with training and support from day one, you’ll work directly with clients to gather information, prepare returns, and answer questions while building strong client relationships.

This role is in-person at a local H&R Block tax office. Meet with clients, prepare tax returns, explain information clearly, and identify savings opportunities.

Qualifications

• Successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
• Experience interacting with customers in a service-oriented environment.
• Strong communication skills and ability to explain information clearly.
• Problem-solving abilities and comfort using digital tools.
• High school diploma or GED.

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 recommend relevant products and services.
• Apply problem-solving skills to address questions with guidance.
• Build strong client relationships and support office priorities.

Skills

Customer service

Communication

Problem-solving

Digital tools

Education

High school diploma or GED

Bachelor's degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to start a career in tax and client services. No prior tax experience required; with training and support from day one, you’ll work directly with clients to gather information, prepare returns, and answer questions while building strong client relationships.

This role is in-person at a local H&R Block tax office. Meet with clients, prepare tax returns, explain information clearly, and identify savings opportunities.