Seasonal Tax Associate — Training & Client Service

H&R Block, Inc.; McCalla (AL); On-site; USD 17,000 - 22,000; Part time

Job summary

H&R Block, Inc. in Alabama is seeking a seasonal Tax Associate to work on-site at a local tax office. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

The role emphasizes clear explanations, client service, and identifying tax-saving opportunities while building client relationships. No prior tax experience is required; training is provided and opportunities to increase earnings as tax knowledge grows.

Qualifications

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

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

Communication

Customer service

Problem solving

Learn new tools

Education

High School Diploma or GED

H&R Block Income Tax Course

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. in Alabama is seeking a seasonal Tax Associate to work on-site at a local tax office. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

The role emphasizes clear explanations, client service, and identifying tax-saving opportunities while building client relationships. No prior tax experience is required; training is provided and opportunities to increase earnings as tax knowledge grows.