Seasonal Tax Pro: Client-Focused Returns & Growth

H&R Block; Carrollton (KY); On-site; USD 17,000 - 28,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to start a career in tax and client services. No prior tax experience required; you’ll train from day one, work directly with clients to gather information, prepare tax returns, and answer questions in a local H&R Block office.

Meet with clients to gather information and understand their tax situation; prepare tax returns with guidance from experienced teammates; explain tax information clearly and provide recommendations so clients understand.

Qualifications

• Successful completion of the H&R Block Income Tax Course is required.
• 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 experience

Communication

Problem solving

Digital tools (AI)

Education

High school diploma or GED

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to start a career in tax and client services. No prior tax experience required; you’ll train from day one, work directly with clients to gather information, prepare tax returns, and answer questions in a local H&R Block office.

Meet with clients to gather information and understand their tax situation; prepare tax returns with guidance from experienced teammates; explain tax information clearly and provide recommendations so clients understand.