Tax Associate (Seasonal)

Job Description

Tax Associate (Seasonal) | H&R Block

The Tone:
This is an early career seasonal role at H&R Block, offered across various local offices. H&R Block is an established company that provides comprehensive tax preparation services and financial guidance to millions of clients. This Tax Associate position is designed to support clients efficiently through the busy tax season, ensuring their tax documents are accurately processed and their returns are prepared with care. The role offers motivated college students and recent graduates the chance to gain valuable, hands-on experience in tax preparation, customer service, and the broader financial services industry, while contributing to a vital service for the community.

The TL;DR
• Role: Early Career
• Type: Seasonal, Flexible
• Location: In-person, Various Local Offices
• Team: Works collaboratively with local office team members.
• Mission: Assist clients in navigating the tax season by accurately preparing tax returns and providing supportive service.
• Tech Stack: H&R Block software

What You’ll Actually Do
• Client Document Support: Assist clients with effectively gathering and organizing their essential tax documents for submission.
• Client Interviewing: Conduct thorough client interviews to gain a complete understanding of their individual tax situations and needs.
• Tax Return Preparation: Prepare accurate and complete tax returns for clients utilizing specialized H&R Block software.
• Customer Service Excellence: Deliver exceptional customer service and ongoing support, addressing client inquiries and ensuring a positive experience.
• Product and Service Explanation: Clearly explain available tax-related products and services, helping clients understand their options.
• Data Management and Accuracy: Maintain strict confidentiality and ensure accuracy when handling sensitive client information.
• Team Collaboration: Work collaboratively with other office team members throughout the duration of the tax season to achieve shared goals.

The Must-Haves
• Background: Entry-Level. Candidates must possess a high school diploma or equivalent. The role is particularly suited for current college students and recent graduates eager to begin their professional journey in finance or business.
• Experience: No prior tax preparation experience is required as comprehensive paid training will be provided. Applicants should demonstrate an ability to quickly learn and adapt to new technology and detailed tax preparation processes.
• Skills:
• Strong communication skills for interacting clearly and effectively with clients and team members.
• Exceptional customer service skills, focused on client satisfaction and support.
• Meticulous attention to detail and strong organizational abilities to manage client documents and data.
• A commitment to maintaining confidentiality and accuracy when processing sensitive financial information.
• Aptitude for learning and efficiently utilizing new software applications and complex tax preparation guidelines.
• Bonus: Preferred majors include Accounting, Finance, Business Administration, Economics, Marketing, Communications, and other related fields of study.