Seasonal Tax Associate — Training & Client Support

H&R Block; DeLand (FL); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block, a seasonally hired tax office, seeks a Tax Associate to meet with clients, gather data, and prepare complete tax returns with training support. You’ll explain tax information clearly and recommend savings opportunities while building strong client relationships in a local office.

No prior tax experience is required; training starts day one and earnings are hourly with potential increases as tax knowledge grows. This is an in-person role at a local H&R Block office.

Qualifications

• High school diploma or GED required.
• Experience in customer service environment.
• Clear communication and ability to ask questions to understand needs.
• Problem-solving and information organization skills.
• Familiarity with 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.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and associated products/services.
• Address questions or unique situations with guidance and resources.
• Build strong client relationships and support office priorities.

Skills

Strong communication

Customer service

Problem solving

Using AI tools

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block, a seasonally hired tax office, seeks a Tax Associate to meet with clients, gather data, and prepare complete tax returns with training support. You’ll explain tax information clearly and recommend savings opportunities while building strong client relationships in a local office.

No prior tax experience is required; training starts day one and earnings are hourly with potential increases as tax knowledge grows. This is an in-person role at a local H&R Block office.