Seasonal Tax Associate: Training & Client Impact

H&R Block, Inc.; Phenix City (AL); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate for an in-person role at a local tax office in Alabama. You will meet with clients, gather information, prepare tax returns, and answer questions while building client relationships.

With training from day one and support from experienced teammates, you will identify tax savings opportunities, explain information clearly, and provide recommendations. Availability may include evenings and weekends during peak periods.

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 and asking questions to understand needs
• 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 and available resources
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Skills

Customer service experience

Strong communication

Problem-solving

AI tool familiarity

High school diploma / GED

Education

High school diploma / GED / equivalent

Bachelor's degree in accounting / finance or related field

Tools

Copilot and ChatGPT familiarity

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate for an in-person role at a local tax office in Alabama. You will meet with clients, gather information, prepare tax returns, and answer questions while building client relationships.

With training from day one and support from experienced teammates, you will identify tax savings opportunities, explain information clearly, and provide recommendations. Availability may include evenings and weekends during peak periods.