Seasonal Tax Associate — Training Provided & Client-Facing

H&R Block; Ogden (UT); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate to join a local tax office in the Salt Lake City area. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

No prior tax experience is required as training is provided. The role emphasizes building client relationships, delivering clear explanations, and identifying potential tax savings opportunities.

Qualifications

• Completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service-oriented environment.
• Strong communication skills and ability to explain information clearly.
• Problem-solving skills and ability to organize information.
• Comfort using digital tools and AI-based systems.

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 client-friendly recommendations.
• Identify tax savings opportunities and potential products/services.
• Address client questions with guidance and available resources.
• Support office priorities through teamwork and client-first approach.

Skills

Customer service experience

Excellent communication

Problem-solving

AI tools

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to join a local tax office in the Salt Lake City area. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

No prior tax experience is required as training is provided. The role emphasizes building client relationships, delivering clear explanations, and identifying potential tax savings opportunities.