Seasonal Tax Prep Associate - Client-Focused and Training

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

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to join a local tax office. You will meet with clients, gather information, and prepare tax returns with hands-on training and support from experienced teammates.

No prior tax experience is required; you’ll learn and grow with the team while delivering accurate results and clear explanations to clients during the busy tax season. This in-person role offers hourly pay and opportunities to increase earnings as tax knowledge grows.

Qualifications

• Successful completion of the H& R Block Income Tax Course or equivalent tax knowledge.
• 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.
• High school diploma / 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

Problem solving

Digital tools

High school diploma

Education

High school diploma / GED/ equivalent

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

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to join a local tax office. You will meet with clients, gather information, and prepare tax returns with hands-on training and support from experienced teammates.

No prior tax experience is required; you’ll learn and grow with the team while delivering accurate results and clear explanations to clients during the busy tax season. This in-person role offers hourly pay and opportunities to increase earnings as tax knowledge grows.