Seasonal Tax Associate | Client-Focused & Training

H&R Block; Girard (PA); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate in a local tax office. You’ll start a career in tax and client services with training from day one, working directly with clients to gather information, prepare returns, and answer questions while building valuable skills and client relationships.

Meet with clients to gather information, prepare accurate returns with support from teammates, explain tax concepts clearly, and identify savings opportunities.

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent.
• Experience interacting with customers or clients in a service setting.
• Strong communication, including explaining information clearly and asking questions.
• Problem-solving skills with organizing information and identifying solutions.
• Comfort using digital tools and systems, including AI-based tools.

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 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.

Skills

Client meetings

Communication

Problem solving

Teamwork

AI tools

Education

High school diploma

Bachelor’s degree

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate in a local tax office. You’ll start a career in tax and client services with training from day one, working directly with clients to gather information, prepare returns, and answer questions while building valuable skills and client relationships.

Meet with clients to gather information, prepare accurate returns with support from teammates, explain tax concepts clearly, and identify savings opportunities.