Seasonal Tax Associate - Client-Focused & Training-Driven

H&R Block; Philadelphia (MS); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block is hiring a seasonal Tax Associate to start a career in tax and client services with training from day one. You’ll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships.

This in-person role at a local H&R Block office involves meeting clients, preparing returns, explaining tax information, identifying savings opportunities, and collaborating with teammates to support office priorities.

Qualifications

• Completion of the H&R Block Income Tax Course
• Experience interacting with customers in a service-oriented environment
• Strong communication and asking questions to understand needs
• Problem-solving including organizing information and identifying solutions
• Comfort using 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
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Skills

Customer service

Communication

Problem solving

Digital tools

HS diploma

Education

High school diploma

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate to start a career in tax and client services with training from day one. You’ll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships.

This in-person role at a local H&R Block office involves meeting clients, preparing returns, explaining tax information, identifying savings opportunities, and collaborating with teammates to support office priorities.