Seasonal Tax Associate — Training & Client Impact

H&R Block; Lamesa (TX); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block in Texas is hiring a seasonal Tax Associate to work in-person at a local office. You'll meet with clients to collect information, prepare tax returns with guidance from experienced teammates, and explain tax concepts clearly to help clients understand their options.

No prior tax experience is required; training is provided from day one, and you can earn an hourly rate with opportunities to increase earnings as you gain knowledge and accuracy.

Qualifications

• Completion of the H&R Block Income Tax Course or equivalent.
• Experience interacting with customers or clients in a service environment.
• Strong communication and asking questions to understand needs.
• Problem-solving, including organizing information and identifying solutions.
• Comfort using AI-based tools 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 teammates.
• Explain tax information clearly and provide recommendations clients can understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Analyze client information and address questions with guidance and resources.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service

Communication

Problem solving

Digital tools familiarity

Education

High school diploma / GED

Bachelor’s degree in accounting, finance (preferred)

Tools

H&R Block Tax Software

Copilot

ChatGPT

Job description

H&R Block in Texas is hiring a seasonal Tax Associate to work in-person at a local office. You'll meet with clients to collect information, prepare tax returns with guidance from experienced teammates, and explain tax concepts clearly to help clients understand their options.

No prior tax experience is required; training is provided from day one, and you can earn an hourly rate with opportunities to increase earnings as you gain knowledge and accuracy.