Seasonal Tax Associate: Client-Focused Returns & Solutions

H&R Block; Upper Darby (Delaware 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 training and support from experienced teammates. This role is in-person at a local H&R Block tax office and offers an hourly rate with opportunities to increase earnings as tax knowledge grows.

No prior tax experience is required; training begins on day one, working directly with clients to gather information and answer questions while building valuable skills and relationships.

Qualifications

• Experience in interacting with customers or clients in a service environment.
• Strong communication and ability to explain information clearly.
• Problem-solving and organizing information to find solutions.
• Comfort using digital tools and 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 experienced teammates.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information and address questions.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Strong communication

Problem solving

Customer service experience

Comfort with digital tools

Education

High school diploma / GED

Bachelor’s degree in accounting or finance

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 training and support from experienced teammates. This role is in-person at a local H&R Block tax office and offers an hourly rate with opportunities to increase earnings as tax knowledge grows.

No prior tax experience is required; training begins on day one, working directly with clients to gather information and answer questions while building valuable skills and relationships.