Seasonal Tax Associate: Client-Focused Tax Prep

H&R Block, Inc.; Reading (Berks County); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to join our tax office in person. You’ll meet with clients, gather information, prepare tax returns with training and guidance, and explain tax requirements in clear terms.

You’ll identify potential tax savings and advise on relevant products and services while building strong client relationships. No prior tax experience is required; training starts on day one.

Qualifications

• 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 experience

Strong communication

Problem solving

AI tools

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to join our tax office in person. You’ll meet with clients, gather information, prepare tax returns with training and guidance, and explain tax requirements in clear terms.

You’ll identify potential tax savings and advise on relevant products and services while building strong client relationships. No prior tax experience is required; training starts on day one.