Seasonal Tax Associate: Training & Client Service

H&R Block, Inc.; Northfield Center Township (OH); Presencial; USD 21.000 - 30.000; A tiempo parcial

Descripción de la vacante

H&R Block, Inc. is seeking a seasonal Tax Associate to assist clients with tax preparation and advisory services at a local tax office. You’ll meet with clients, gather information, and prepare returns with guidance from experienced teammates.

The role emphasizes clear communication and building strong client relationships in a busy, in-person setting. With training from day one and an emphasis on growth, you can increase earnings as you build tax knowledge.

Formación

• Completion of the HR Block Income Tax Course.
• Experience interacting with customers or clients in a service-oriented environment.
• Strong communication skills including explaining information clearly.
• Problem-solving skills with ability to organize information and identify solutions.
• Comfort using digital tools and systems including AI tools like Copilot and ChatGPT.
• High school diploma or equivalent.

Responsabilidades

• 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 an understandable way.
• Identify tax savings opportunities and recommend relevant products and services.
• Analyze client information and address questions or unique situations with guidance.
• Build strong client relationships and support office priorities through teamwork.

Conocimientos

Customer service experience

Communication skills

Problem solving

AI tools familiarity

High school diploma

Educación

High school diploma or GED

HR Block Income Tax Course

Bachelor’s degree in accounting/finance (preferred)

Herramientas

Copilot

ChatGPT

Descripción del empleo

H&R Block, Inc. is seeking a seasonal Tax Associate to assist clients with tax preparation and advisory services at a local tax office. You’ll meet with clients, gather information, and prepare returns with guidance from experienced teammates.

The role emphasizes clear communication and building strong client relationships in a busy, in-person setting. With training from day one and an emphasis on growth, you can increase earnings as you build tax knowledge.