Seasonal Tax Associate: In-Office Training & Client Impact

H&R Block, Inc.; Wyncote (Montgomery County); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will gather client information, prepare returns, and answer questions with training and support from experienced teammates.

The role emphasizes building client relationships and identifying potential tax savings opportunities. No prior tax experience is required; you’ll start with training and have opportunities to increase earnings as your tax knowledge grows.

Qualifications

• Successful completion of the H&R Block Income Tax Course is required
• Experience interacting with customers or clients in a service-oriented environment
• Strong communication skills and ability to explain information clearly
• 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 with guidance
• Build strong client relationships and support office priorities through teamwork and a client-first approach

Skills

Customer service

Communication

Problem solving

Digital tools

Education

High school diploma or 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. You will gather client information, prepare returns, and answer questions with training and support from experienced teammates.

The role emphasizes building client relationships and identifying potential tax savings opportunities. No prior tax experience is required; you’ll start with training and have opportunities to increase earnings as your tax knowledge grows.