Seasonal Tax Associate: Training & Client Support

H&R Block; Twin Oaks (MO); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Associate to join our local tax office in a face-to-face role. You’ll collect client information, assist in preparing tax returns, and answer questions while building client relationships.

Training and support are provided from day one, with an opportunity to increase earnings as tax knowledge grows. This in-person position emphasizes customer service, clear explanations, and teamwork within the office during peak tax season.

Qualifications

• 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.

Responsibilities

• 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 experience

Strong communication skills

Problem-solving skills

Comfort with AI tools

Education

High school diploma or GED

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to join our local tax office in a face-to-face role. You’ll collect client information, assist in preparing tax returns, and answer questions while building client relationships.

Training and support are provided from day one, with an opportunity to increase earnings as tax knowledge grows. This in-person position emphasizes customer service, clear explanations, and teamwork within the office during peak tax season.