Seasonal Tax Associate - Client-Focused Returns & Growth

H&R Block, Inc.; Coraopolis (Allegheny County); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with support from experienced teammates. You will explain tax details clearly, identify savings opportunities, and provide recommendations in an easy-to-understand manner.

This in-person position offers training and opportunities to grow expertise during peak tax season. Experience in customer service is valued, with strong communication and problem-solving skills.

Qualifications

• Experience interacting with customers or clients in a service-oriented environment.
• Strong communication skills and the ability to explain information clearly.
• Problem-solving skills with the ability to organize information and identify solutions.
• Comfort using digital tools and systems including AI-based tools like Copilot and ChatGPT.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support from teammates.
• Explain tax information clearly and provide recommendations in a way clients can understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information and address questions with guidance.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Excellent communication

Client service experience

Problem solving

Tech-savvy with AI tools

Education

High school diploma / GED

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with support from experienced teammates. You will explain tax details clearly, identify savings opportunities, and provide recommendations in an easy-to-understand manner.

This in-person position offers training and opportunities to grow expertise during peak tax season. Experience in customer service is valued, with strong communication and problem-solving skills.