Seasonal Tax Associate — Training & Client Impact

H&R Block, Inc.; Marion (VA); On-site; USD 19,000 - 25,000; Part time

Job summary

H&R Block, Inc. is hiring a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients to gather tax information, prepare returns with guidance from experienced teammates, and explain tax concepts clearly while identifying savings opportunities.

This role emphasizes building strong client relationships and teamwork in a fast-paced season. No prior tax experience is required, as training and support are provided from day one.

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

Skills

Customer service

Communication

Problem solving

AI tools familiarity

Teamwork

Education

High school diploma

Bachelor's degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is hiring a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients to gather tax information, prepare returns with guidance from experienced teammates, and explain tax concepts clearly while identifying savings opportunities.

This role emphasizes building strong client relationships and teamwork in a fast-paced season. No prior tax experience is required, as training and support are provided from day one.