Seasonal Tax Associate — Training & Client Services

H&R Block, Inc.; Windom (MN); On-site; USD 20,000 - 25,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Associate to join a local tax office in person. You’ll gather client information, prepare tax returns with guidance, and answer questions while building client relationships.

The role emphasizes learning on the job, with training and support from day one and opportunities to increase earnings as tax knowledge grows. No prior tax experience is required; a high school diploma or GED is needed.

Qualifications

• 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 and a client-first approach.

Skills

Customer service

Communication skills

Problem solving

Digital tools

Education

High school diploma / GED / equivalent

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

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to join a local tax office in person. You’ll gather client information, prepare tax returns with guidance, and answer questions while building client relationships.

The role emphasizes learning on the job, with training and support from day one and opportunities to increase earnings as tax knowledge grows. No prior tax experience is required; a high school diploma or GED is needed.