Tax Associate

Job Description

Tax Associate | H&R Block

The Tone:
This is a seasonal role at H&R Block, located in Jacksonville, FL. For over 70 years, H&R Block has led the tax industry, evolving through its Block Next strategy which blends human expertise with digital innovation. The company’s core purpose is to provide help and inspire confidence in clients and communities everywhere. This role is crucial as it involves directly engaging with clients to prepare accurate tax returns and build trust, contributing directly to H&R Block’s mission.

The TL;DR
• Role: Early Career
• Type: Seasonal
• Location: In-person, Jacksonville, FL
• Mission: Prepare complete and accurate tax returns and provide clear, understandable tax information and recommendations to clients, while building valuable skills and strong relationships.
• Tech Stack: digital tools and systems, AI based tools like Copilot and ChatGPT

What You’ll Actually Do
• Client Engagement: Meet with clients to gather essential information and understand their unique tax situation.
• Return Preparation: Prepare complete and accurate tax returns with training and support from experienced teammates.
• Tax Explanation: Explain complex tax information clearly and provide recommendations in a way clients can easily understand.
• Savings Identification: Identify potential tax savings opportunities for clients and recommend relevant products and services.
• Issue Resolution: Apply problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources.

The Must-Haves
• Background: Entry-Level. High school diploma / GED / equivalent. Successful completion of the H&R Block Income Tax Course.
• Experience: Interacting with customers or clients in a service-oriented environment. No prior tax experience is required.
• Skills: 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.
• Bonus: 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.