Seasonal Tax Associate - Client-Focused & Training-Driven

H&R Block, Inc.; Perkasie (Bucks County); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate to help clients with information gathering, tax return preparation, and guidance during peak tax season. No prior tax experience required, as training and support are provided from day one.

You will meet with clients at a local tax office, build relationships, and learn tax concepts while earning a competitive hourly rate and opportunities to grow within the role.

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 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

Education

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to help clients with information gathering, tax return preparation, and guidance during peak tax season. No prior tax experience required, as training and support are provided from day one.

You will meet with clients at a local tax office, build relationships, and learn tax concepts while earning a competitive hourly rate and opportunities to grow within the role.