Seasonal Tax Associate: Client‑Focused Tax Prep

H&R Block, Inc.; Upper Chichester Township (Delaware County); On-site; USD 15,000 - 22,000; Full time

Job summary

H&R Block seeks a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates.

You will explain tax information clearly, identify savings opportunities, and build strong client relationships in a local, in-person office setting. Training and support are provided to develop tax knowledge and client service skills.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service-oriented environment.
• Strong communication skills and ability to explain information clearly.
• Problem-solving ability to organize information and find solutions.
• Comfort using digital tools and AI-based assistants (Copilot, ChatGPT).
• High school diploma or GED or equivalent.

Responsibilities

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

Skills

Customer service experience

Communication skills

Problem solving

Tech savvy (AI tools)

Education

High school diploma / GED

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block seeks a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates.

You will explain tax information clearly, identify savings opportunities, and build strong client relationships in a local, in-person office setting. Training and support are provided to develop tax knowledge and client service skills.