Seasonal Tax Associate - Client-Focused & Training-Driven

H&R Block; New Bethlehem (PA); On-site; USD 23,000 - 32,000; Full time

Job summary

H&R Block in Pennsylvania is seeking a Seasonal Tax Associate to start a career in tax and client services. No prior tax experience is required as training and support are provided from day one, and you will work directly with clients to gather information and prepare tax returns in a busy office environment.

You will meet with clients, explain tax information clearly, identify tax savings opportunities, and contribute to a collaborative, client-first culture during peak tax season.

Qualifications

• Successful completion of the H&R Block Income Tax Course
• 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 including 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

Communication skills

Customer service

Problem-solving

AI tools familiarity

Education

High school diploma / GED

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

Tools

Copilot

ChatGPT

Job description

H&R Block in Pennsylvania is seeking a Seasonal Tax Associate to start a career in tax and client services. No prior tax experience is required as training and support are provided from day one, and you will work directly with clients to gather information and prepare tax returns in a busy office environment.

You will meet with clients, explain tax information clearly, identify tax savings opportunities, and contribute to a collaborative, client-first culture during peak tax season.