Seasonal Tax Pro: Client‑Focused Tax Prep & Support

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

Job summary

H&R Block in Florida is seeking a seasonal Tax Associate to support client services and tax preparation with on‑the‑job training. You’ll meet clients, gather information, prepare returns, and explain tax options while building strong client relationships.

This in‑person role offers an hourly rate with opportunities to grow as you expand tax knowledge during peak season. You'll work with experienced teammates, use digital tools including AI‑based assistants, and contribute to a client‑first

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers/clients in a service environment.
• Strong communication, including explaining info 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 or equivalent.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support.
• Explain tax information clearly and provide recommendations to clients.
• Identify tax savings opportunities and recommend relevant products/services.
• Apply problem-solving to analyze client information and address questions with guidance.
• Build strong client relationships and support office priorities through teamwork.

Skills

Strong communication skills

Problem-solving

Client services

Explain information clearly

Questions understanding needs

Comfort using digital tools

Education

High school diploma / GED

Bachelor’s degree (preferred) in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block in Florida is seeking a seasonal Tax Associate to support client services and tax preparation with on‑the‑job training. You’ll meet clients, gather information, prepare returns, and explain tax options while building strong client relationships.

This in‑person role offers an hourly rate with opportunities to grow as you expand tax knowledge during peak season. You'll work with experienced teammates, use digital tools including AI‑based assistants, and contribute to a client‑first