Seasonal Tax Associate — In-Office Training & Growth

H&R Block, Inc.; Ligonier (Westmoreland County); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to join a local tax office and work directly with clients, gathering information and preparing returns with guidance from experienced teammates.

Training is provided, and the role emphasizes delivering clear explanations and recommendations to optimize tax outcomes. The position is in-person at a local H&R Block tax office, with opportunities to increase earnings as tax knowledge grows.

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 included 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, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to join a local tax office and work directly with clients, gathering information and preparing returns with guidance from experienced teammates.

Training is provided, and the role emphasizes delivering clear explanations and recommendations to optimize tax outcomes. The position is in-person at a local H&R Block tax office, with opportunities to increase earnings as tax knowledge grows.