Seasonal Tax Associate: Training, Client Impact & Growth

H&R Block, Inc.; Flower Mound (TX); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to begin a career in tax and client services with training from day one. You’ll work with clients to gather information, prepare returns, and answer questions, all in person at a local tax office.

You will meet with clients, prepare tax returns, explain information clearly, and identify potential tax savings opportunities while building strong client relationships with a client-first approach.

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

Communication skills

Problem solving

Digital tools (Copilot & ChatGPT)

Education

High school diploma / GED

H&R Block Income Tax Course

Bachelor’s degree in accounting or finance

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to begin a career in tax and client services with training from day one. You’ll work with clients to gather information, prepare returns, and answer questions, all in person at a local tax office.

You will meet with clients, prepare tax returns, explain information clearly, and identify potential tax savings opportunities while building strong client relationships with a client-first approach.