Seasonal Tax Associate - Client-Focused & Training-Driven

H&R Block; Jenkintown (PA); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block is seeking 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 office setting.

No prior tax experience is required as training and support are provided; you will earn a competitive hourly rate with opportunities to increase earnings as your tax knowledge grows.

Qualifications

• Experience interacting with customers in a service environment.
• Excellent communication and ability to explain information clearly.
• Strong problem-solving and information organizing skills.
• Comfort using digital tools and AI-based systems like Copilot and ChatGPT.
• High school diploma 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 analyze client information with guidance.
• Build relationships and support office priorities through teamwork.

Skills

Customer service experience

Strong communication

Problem solving

Comfort with digital tools (AI Copilot

ChatGPT familiarity

Education

High school diploma / GED / equivalent

H&R Block Income Tax Course

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking 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 office setting.

No prior tax experience is required as training and support are provided; you will earn a competitive hourly rate with opportunities to increase earnings as your tax knowledge grows.