Seasonal Tax Associate - Training & Client Service

H&R Block, Inc.; Oliver Springs (TN); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block in Tennessee is seeking a seasonal Tax Associate to help clients gather information, prepare returns, and answer questions with training from day one. This in-person role offers a competitive hourly rate and opportunities to grow as you build tax knowledge.

You will meet with clients, prepare returns with guidance, explain tax information clearly, identify savings opportunities, and foster strong client relationships within a collaborative team.

Qualifications

• Completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service environment.
• Strong communication and problem-solving skills.
• Comfort using digital tools 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

Communication skills

Problem-solving

AI tools

Education

High school diploma / GED

Bachelor’s degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block in Tennessee is seeking a seasonal Tax Associate to help clients gather information, prepare returns, and answer questions with training from day one. This in-person role offers a competitive hourly rate and opportunities to grow as you build tax knowledge.

You will meet with clients, prepare returns with guidance, explain tax information clearly, identify savings opportunities, and foster strong client relationships within a collaborative team.