Seasonal Tax Associate: Client-Focused Tax Prep

H&R Block, Inc.; Baden (Beaver County); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate to join our local tax office. No prior tax experience required; you’ll learn on the job, gather client information, prepare tax returns, and answer questions with guidance from teammates.

Meet with clients, identify tax savings opportunities, and explain tax information clearly. This role emphasizes excellent communication, problem-solving, and a client-first approach, with opportunities to increase earnings during peak periods.

Qualifications

• High school diploma or equivalent is required.
• Bachelor’s degree in accounting, finance, or related field is preferred.
• Experience interacting with customers or clients in a service-oriented environment is preferred.
• Strong communication skills, including explaining information clearly and asking questions to understand needs.
• 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 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.

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance, or related field

Strong communication skills

Problem-solving skills

Experience interacting with customers or clients

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to join our local tax office. No prior tax experience required; you’ll learn on the job, gather client information, prepare tax returns, and answer questions with guidance from teammates.

Meet with clients, identify tax savings opportunities, and explain tax information clearly. This role emphasizes excellent communication, problem-solving, and a client-first approach, with opportunities to increase earnings during peak periods.