Seasonal Tax Pro - Client-Focused, Training Included

H&R Block; Wewoka (OK); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to join our local tax office. You'll meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. You will explain tax information clearly and identify savings opportunities while building strong client relationships.

This in-person role offers an hourly rate with opportunities to increase earnings as you gain tax knowledge and grow in the role, with availability during peak tax season.

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent training.
• 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

Problem solving

Digital tools

Education

High school diploma or GED

Bachelor's degree in accounting/finance (preferred)

Tools

H&R Block Income Tax Course

Copilot / ChatGPT tools

Job description

H&R Block is seeking a seasonal Tax Associate to join our local tax office. You'll meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. You will explain tax information clearly and identify savings opportunities while building strong client relationships.

This in-person role offers an hourly rate with opportunities to increase earnings as you gain tax knowledge and grow in the role, with availability during peak tax season.