Seasonal Tax Associate — Client-Focused, Training Included

H&R Block; Sharon Hill (Delaware County); On-site; USD 19,000 - 30,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in person at a local tax office. You’ll meet clients, gather information, and prepare complete and accurate tax returns with guidance from experienced teammates.

You’ll explain tax details clearly and suggest suitable products and services, while identifying savings opportunities and using problem-solving skills to address questions. This entry-level role offers training, supportive team culture, and hours that can flex to peak periods, with

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent.
• Experience interacting with customers or clients in a service environment.
• Strong communication skills, including explaining information clearly and asking questions to understand needs.
• Problem-solving skills, including organizing information and identifying solutions.
• High school diploma or 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

Client communication

Customer service

Problem solving

Strong work ethic

Team collaboration

Education

High school diploma or GED

Bachelor's degree (preferred)

Tools

AI tools (Copilot, ChatGPT)

Digital tools and systems

Job description

H&R Block is seeking a seasonal Tax Associate to work in person at a local tax office. You’ll meet clients, gather information, and prepare complete and accurate tax returns with guidance from experienced teammates.

You’ll explain tax details clearly and suggest suitable products and services, while identifying savings opportunities and using problem-solving skills to address questions. This entry-level role offers training, supportive team culture, and hours that can flex to peak periods, with