Seasonal Tax Associate - In-Office, Training & Growth

H&R Block, Inc.; Upper Darby (Delaware County); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate for an in-person role at a local tax office. You will work with clients to collect information, prepare returns, and answer questions while building client relationships.

No prior tax experience is required as training and ongoing support are provided. You will earn a competitive hourly rate with opportunities to increase earnings as you gain tax knowledge and confidence.

Qualifications

• Successful completion of required tax-related training or coursework as stated.
• Experience interacting with customers or clients in a service-oriented environment.
• Ability to explain information clearly and ask questions to understand needs.

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 usage

Education

High school diploma / GED

Bachelor’s degree in accounting or related field

Tools

Copilot / ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate for an in-person role at a local tax office. You will work with clients to collect information, prepare returns, and answer questions while building client relationships.

No prior tax experience is required as training and ongoing support are provided. You will earn a competitive hourly rate with opportunities to increase earnings as you gain tax knowledge and confidence.