Seasonal Tax Associate: Client-Focused & Training-Driven

H&R Block, Inc.; Mount Union (Huntingdon County); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Competitive hourly pay

In-person training

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to work in person at a local H&R Block tax office. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. No prior tax experience is required as training and support are provided from day one.

You will identify tax-saving opportunities and explain complex tax information in clear terms while building strong client relationships and contributing to office priorities.

Qualifications

• Successful completion of the H&R Block Income Tax Course 1.
• 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 included 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

Communication

Problem solving

Digital tools (AI assistance)

Education

High school diploma / GED/ equivalent

Bachelor’s degree in accounting, finance, or related field

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to work in person at a local H&R Block tax office. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. No prior tax experience is required as training and support are provided from day one.

You will identify tax-saving opportunities and explain complex tax information in clear terms while building strong client relationships and contributing to office priorities.