Seasonal Tax Associate — Client‑Focused with Training

H&R Block, Inc.; Valley Green (PA); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. No prior tax experience is required, as comprehensive training and support are provided from day one. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

The role emphasizes customer service, clear communication, and identifying tax savings opportunities, with opportunities to grow earnings as tax knowledge increases.

Qualifications

• Successful completion of the H&R Block Income Tax Course 1.
• 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 interaction

Problem solving

Digital tools

High school diploma

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. No prior tax experience is required, as comprehensive training and support are provided from day one. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

The role emphasizes customer service, clear communication, and identifying tax savings opportunities, with opportunities to grow earnings as tax knowledge increases.