Seasonal Tax Associate — Training, Client Impact & Growth

H&R Block; Monroe (OH); On-site; USD 22,000 - 33,000; Part time

Job summary

H&R Block in Ohio is seeking a Seasonal Tax Associate to work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. You’ll earn a competitive hourly rate with opportunities to increase earnings as tax knowledge grows, in-person at a local H&R Block tax office.

Starting without prior tax experience is common; training and support are provided from day one to help you succeed in tax and client services

Qualifications

• Completion of the H&R Block Income Tax Course or equivalently trained program.
• Experience interacting with customers 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 or GED.

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

Education

High school diploma or GED

Bachelor's degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block in Ohio is seeking a Seasonal Tax Associate to work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. You’ll earn a competitive hourly rate with opportunities to increase earnings as tax knowledge grows, in-person at a local H&R Block tax office.

Starting without prior tax experience is common; training and support are provided from day one to help you succeed in tax and client services