Seasonal Tax Associate - In-Person, Client-Focused Training

H&R Block, Inc.; Monaca (Beaver County); On-site; USD 25,000 - 33,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support. You will explain tax information clearly, identify savings opportunities, and address client questions while building strong client relationships.

The role is in-person at a local H&R Block tax office, with a baseline hourly rate and opportunities to increase earnings as tax knowledge grows during peak season.

Qualifications

• Experience in a service environment.
• Clear communication and ability to explain information.
• Problem-solving with information organization.
• Comfort using digital tools including AI-based tools.
• High school diploma or equivalent.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare tax returns with training and support.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and recommend products and services.
• Address questions or unique situations with guidance and resources.
• Build client relationships and support office priorities through teamwork.

Skills

Customer service

Strong communication

Problem solving

Comfort using digital tools

Education

High school diploma / GED

Bachelor’s degree in accounting or finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support. You will explain tax information clearly, identify savings opportunities, and address client questions while building strong client relationships.

The role is in-person at a local H&R Block tax office, with a baseline hourly rate and opportunities to increase earnings as tax knowledge grows during peak season.