Seasonal Tax Prep & Client Services Associate

H&R Block, Inc.; Bartow (FL); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block in Lakeland, FL is seeking a seasonal Tax Associate to gather client information, prepare returns, and explain tax details with training from day one. This in-person role offers a competitive hourly rate and opportunities to increase earnings as tax knowledge grows.

The position requires strong communication, customer service experience, and completion of the H&R Block Income Tax Course. Availability for 15–40 hours per week, including evenings and weekends during tax season,

Qualifications

• Successful completion of the H&R Block Income Tax Course
• 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 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

Tax Course

Customer service

Communication

Problem solving

AI tools familiarity

Education

High school diploma or GED

Bachelor’s degree in accounting/finance/related field

Job description

H&R Block in Lakeland, FL is seeking a seasonal Tax Associate to gather client information, prepare returns, and explain tax details with training from day one. This in-person role offers a competitive hourly rate and opportunities to increase earnings as tax knowledge grows.

The position requires strong communication, customer service experience, and completion of the H&R Block Income Tax Course. Availability for 15–40 hours per week, including evenings and weekends during tax season,