Seasonal Tax Associate: Training & Client Service

H&R Block; Rockville (MD); Sur place; USD 23 000 - 28 000; Temps partiel

Résumé du poste

H&R Block in Rockville, MD is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare accurate tax returns under guidance. You will explain tax concepts clearly and identify potential savings while building valuable client relationships in a hands-on, in-person role at a local office.

No prior tax experience is required as comprehensive training and support are provided from day one.

Qualifications

• Completion of the H&R Block Income Tax Course
• Experience interacting with customers in a service environment
• Strong communication and asking questions to understand needs
• Problem-solving and organizing information to identify solutions
• Comfort using digital tools including AI-based tools like Copilot and ChatGPT
• High school diploma or GED

Responsabilités

• 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

Connaissances

Communication skills

Customer interaction

Problem solving

Digital tools familiarity

Formation

High school diploma / GED

Bachelor’s degree (preferred)

Outils

Copilot

ChatGPT

Description du poste

H&R Block in Rockville, MD is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare accurate tax returns under guidance. You will explain tax concepts clearly and identify potential savings while building valuable client relationships in a hands-on, in-person role at a local office.

No prior tax experience is required as comprehensive training and support are provided from day one.