Seasonal Tax Associate — Training, Client Support

H&R Block, Inc.; Saint Joseph (MI); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office in Michigan. No prior tax experience is required, as training and ongoing support are provided while you gather client information, prepare returns, and answer questions.

You will meet with clients, prepare tax returns with guidance, and help identify tax-saving opportunities. The role emphasizes client relationships and teamwork during peak periods.

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.
• Successful completion of the H&R Block Income Tax Course or enrollment/completion.
• High school diploma or 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 (Copilot/ChatGPT)

Education

High school diploma

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office in Michigan. No prior tax experience is required, as training and ongoing support are provided while you gather client information, prepare returns, and answer questions.

You will meet with clients, prepare tax returns with guidance, and help identify tax-saving opportunities. The role emphasizes client relationships and teamwork during peak periods.