Seasonal Tax Associate: Client-Focused & Training-Backed

H&R Block; Bensalem Township (Bucks County); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block is hiring a seasonal Tax Associate for an in-person tax office. You will gather client information, prepare tax returns with training, and communicate tax implications clearly while identifying potential savings opportunities.

No prior tax experience is required; training begins on day one, with a focus on client service and building relationships in a fast-paced tax season.

Qualifications

• Strong communication and client-service skills.
• Experience interacting with customers or clients in a service-oriented environment.
• 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.
• Explain tax information clearly and provide recommendations to clients.
• Identify tax savings opportunities and relevant products/services.
• Address questions or unique situations with guidance.

Skills

Customer service

Communication

Problem-solving

Digital tools

Education

High School diploma / GED

Bachelor's degree (preferred) in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate for an in-person tax office. You will gather client information, prepare tax returns with training, and communicate tax implications clearly while identifying potential savings opportunities.

No prior tax experience is required; training begins on day one, with a focus on client service and building relationships in a fast-paced tax season.