Seasonal Tax Prep Specialist: Client-Focused & Insightful

H&R Block; Princeton (TX); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block in Texas is seeking a seasonal Tax Associate to work directly with clients, gather information, and prepare tax returns with training from experienced teammates. You will explain tax concepts clearly and identify savings opportunities.

No prior tax experience required; training provided; this is an in-person role at a local H&R Block office. You should enjoy teamwork, client service, and building relationships while meeting peak-season needs.

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 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 skills

Problem solving

AI tools familiarity

Education

High school diploma or GED

Bachelor's degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block in Texas is seeking a seasonal Tax Associate to work directly with clients, gather information, and prepare tax returns with training from experienced teammates. You will explain tax concepts clearly and identify savings opportunities.

No prior tax experience required; training provided; this is an in-person role at a local H&R Block office. You should enjoy teamwork, client service, and building relationships while meeting peak-season needs.