Seasonal Tax Prep & Client Services Associate

H&R Block; Colonial Heights (VA); On-site; USD 20,000 - 25,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Associate for an in-person office. You’ll begin a career in tax and client services with training from day one, work directly with clients to gather information, prepare returns, and answer questions while building valuable skills and strong client relationships.

The role offers a competitive hourly rate with potential to increase earnings as you gain tax knowledge. No prior tax experience is required, and you’ll be supported by experienced teammates as you

Qualifications

• Completion of the H&R Block Income Tax Course or Tax Knowledge Assessment
• 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 or GED or 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
• 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 with digital tools

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate for an in-person office. You’ll begin a career in tax and client services with training from day one, work directly with clients to gather information, prepare returns, and answer questions while building valuable skills and strong client relationships.

The role offers a competitive hourly rate with potential to increase earnings as you gain tax knowledge. No prior tax experience is required, and you’ll be supported by experienced teammates as you