Seasonal Tax Associate — Client-Focused, Training-Driven

H&R Block, Inc.; West Chester (Chester County); On-site; USD 21,000 - 30,000; Part time

Benefits offered by this job

Competitive pay

Training provided

Job summary

H&R Block is seeking a seasonal Tax Associate to join a local tax office in person. No prior tax experience is required, as comprehensive training and day-one support are provided.

You will meet with clients, gather information, prepare returns, and explain tax concepts in a clear, client-friendly manner. You’ll identify tax savings opportunities, offer relevant products, and collaborate with teammates to deliver excellent service.

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

Customer service

Communication

Problem solving

Digital tools (Copilot & ChatGPT)

Education

High school diploma / GED

Bachelor’s degree in accounting or finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to join a local tax office in person. No prior tax experience is required, as comprehensive training and day-one support are provided.

You will meet with clients, gather information, prepare returns, and explain tax concepts in a clear, client-friendly manner. You’ll identify tax savings opportunities, offer relevant products, and collaborate with teammates to deliver excellent service.