Seasonal Tax Associate: Client-Focused Returns

H&R Block, Inc.; Girard (PA); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block is hiring a seasonal Tax Associate to work in-person at a local tax office. You will gather client information, prepare tax returns with training, and explain tax information clearly to clients.

No prior tax experience is required; training and support are provided to help you build tax knowledge and grow in the role. Evening and weekend hours during tax season may be expected.

Qualifications

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

Needs assessment

AI tools

Education

H&R Block Income Tax Course

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate to work in-person at a local tax office. You will gather client information, prepare tax returns with training, and explain tax information clearly to clients.

No prior tax experience is required; training and support are provided to help you build tax knowledge and grow in the role. Evening and weekend hours during tax season may be expected.