Seasonal Tax Associate: Training & Client Impact

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

Job summary

H&R Block in Billings, MT is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates. You’ll learn tax concepts and build client relationships in a busy office during tax season.

Starting with no prior tax experience, you’ll earn a competitive hourly rate and have opportunities to increase earnings as you gain knowledge and skills. This in-person role requires local office availability.

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

Communication

Problem solving

Digital tools (AI Copilot/ChatGPT)

Education

High school diploma or GED

Tools

Copilot

ChatGPT

Job description

H&R Block in Billings, MT is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates. You’ll learn tax concepts and build client relationships in a busy office during tax season.

Starting with no prior tax experience, you’ll earn a competitive hourly rate and have opportunities to increase earnings as you gain knowledge and skills. This in-person role requires local office availability.