Seasonal Tax Prep Associate - Training & Flexible Hours

H&R Block, Inc.; Lumberton (TX); On-site; USD 19,000 - 30,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate for an in-person role at a local tax office. No prior tax experience is required as training and support are provided from day one.

You will meet with clients, gather information, prepare returns, and address questions while building client relationships and contributing to office priorities. Earn a competitive hourly rate with opportunities to increase earnings as tax knowledge grows.

Qualifications

• Experience interacting with customers 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.

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 experience

Strong communication

Problem solving

Comfort using digital tools

Education

High school diploma / GED

H&R Block Income Tax Course

Bachelor’s degree in accounting, finance or related field

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate for an in-person role at a local tax office. No prior tax experience is required as training and support are provided from day one.

You will meet with clients, gather information, prepare returns, and address questions while building client relationships and contributing to office priorities. Earn a competitive hourly rate with opportunities to increase earnings as tax knowledge grows.