Seasonal Tax Associate — Learn, Earn & Help Clients

H&R Block; Folsom (PA); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block in Pennsylvania is hiring a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You will explain tax information clearly, identify savings opportunities, and build strong client relationships while contributing to office priorities through teamwork and a client-first approach. Training is provided; in-person role at a local tax office.

Qualifications

• Experience interacting with customers in a service environment.
• Strong verbal and written communication; ability to explain tax information clearly.
• Problem-solving skills to analyze client data.
• Comfort using AI-based tools like Copilot and ChatGPT.
• Completion of the H&R Block Income Tax Course.
• High school diploma or GED.

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

Communication

Customer service

Problem solving

AI Tools

Education

High school diploma / GED

Bachelor's degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block in Pennsylvania is hiring a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You will explain tax information clearly, identify savings opportunities, and build strong client relationships while contributing to office priorities through teamwork and a client-first approach. Training is provided; in-person role at a local tax office.