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

H&R Block, Inc.; Palmyra (Lebanon County); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to join our local tax office and work directly with clients to gather information, prepare returns, and answer questions. Training and support are provided from day one, with an emphasis on building strong client relationships and tax knowledge.

The role is in-person at a local H&R Block tax office, with opportunities to increase earnings as you grow in tax knowledge. Availability for peak periods and weekends may be required.

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 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

Strong communication skills

Customer service experience

Problem-solving skills

Teamwork

Education

High school diploma / GED/ equivalent

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 our local tax office and work directly with clients to gather information, prepare returns, and answer questions. Training and support are provided from day one, with an emphasis on building strong client relationships and tax knowledge.

The role is in-person at a local H&R Block tax office, with opportunities to increase earnings as you grow in tax knowledge. Availability for peak periods and weekends may be required.