Seasonal Tax Associate — Training, Client Impact & Growth

H&R Block; Sam Houston (TX); On-site; USD 2,066,000 - 3,444,000; Part time

Job summary

H&R Block in Texas is seeking a Seasonal Tax Associate. You’ll meet with clients to gather information, prepare tax returns with training from experienced teammates, and explain tax concepts clearly. This in-person role offers an hourly rate with opportunities to earn more as you build tax knowledge.

No prior tax experience required; day-one training and support. The role emphasizes client service, problem solving, and teamwork within a local tax office during peak season.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• 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.

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

Clear communication

Problem-solving

AI tools (Copilot/ChatGPT)

Tax knowledge (via tax course)

Education

High school diploma / GED / equivalent

Bachelor’s degree (preferred) in accounting/finance/related

Tools

Copilot

ChatGPT

Job description

H&R Block in Texas is seeking a Seasonal Tax Associate. You’ll meet with clients to gather information, prepare tax returns with training from experienced teammates, and explain tax concepts clearly. This in-person role offers an hourly rate with opportunities to earn more as you build tax knowledge.

No prior tax experience required; day-one training and support. The role emphasizes client service, problem solving, and teamwork within a local tax office during peak season.