Seasonal Tax Associate - In-Person Training & Client Focus

H&R Block; Sinking Spring (Berks County); On-site; USD 21,000 - 39,000; Part time

Job summary

H&R Block in Berks County, PA is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates.

You’ll explain tax information clearly, identify savings opportunities, and build lasting client relationships while working in person at a local office; hourly pay offered with opportunities to increase earnings as knowledge grows.

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent Tax Knowledge Assessment.
• 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

Customer service

Communication

Problem solving

Digital tools (Copilot, ChatGPT)

Education

High school diploma / GED

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block in Berks County, PA is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates.

You’ll explain tax information clearly, identify savings opportunities, and build lasting client relationships while working in person at a local office; hourly pay offered with opportunities to increase earnings as knowledge grows.