Tax Associate

H&R Block, Inc.; Milton (FL); On-site; USD 22,000 - 30,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office. You will gather client information, prepare tax returns with coaching from experienced teammates, and explain tax matters clearly to clients. Training and support are provided from day one.

Candidates should have strong customer service and communication skills, problem-solving abilities, and comfort with digital tools including AI-based assistants. Availability to work peak tax season hours is expected.

Qualifications

• Must complete the HR Block Income Tax Course or enrollment; service-oriented with strong communication.
• Experience in customer service or client interactions is required.
• Ability to explain tax information clearly and ask questions to understand needs.
• Problem-solving skills for organizing information and identifying solutions.
• Comfort using digital tools and systems including AI-based tools.
• High school diploma or GED is required.

Responsibilities

• Meet with clients to gather information and understand their tax situations.
• 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 products/services.
• Apply problem-solving skills to address questions or unique situations.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Problem solving

AI tools (Copilot/ChatGPT)

Education

High school diploma / GED

HR Block Income Tax Course

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

About the Role

As a seasonal Tax Associate at H&R Block, you’ll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. You’ll earn a competitive hourly rate, with opportunities to increase your earnings as you build tax knowledge and grow in the role. This role is in-person at a local H&R Block tax office.

• 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

Required Qualifications

• Successful completion of the H&R Block Income Tax Course1
• 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 included AI based tools like Copilot and ChatGPT
• High school diploma / GED/ equivalent

Preferred Qualifications

• Bachelor’s degree in accounting, finance, or a related field
• Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services
• Experience asking questions and recommending solutions based on customer needs
• Ability to work 15–35 hours per week, with availability up to 40 hours during peak periods
• Availability to work evenings and weekends during tax season

Why work for us

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

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