Seasonal Tax Associate: Learn, Earn & Help Clients

H&R Block, Inc.; Lower Burrell (Westmoreland County); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block in Pennsylvania is seeking a Seasonal Tax Associate to join our office during tax season. You will meet with clients, gather information, prepare tax returns, and answer questions with training and support from day one.

No prior tax experience is required; we provide training and access to AI-based tools to help you learn. This is an in-person role at a local H&R Block tax office, with a flexible schedule including evenings and weekends during peak periods.

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

Customer service

Communication

Problem solving

Copilot

ChatGPT

Education

High school diploma / GED / equivalent

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block in Pennsylvania is seeking a Seasonal Tax Associate to join our office during tax season. You will meet with clients, gather information, prepare tax returns, and answer questions with training and support from day one.

No prior tax experience is required; we provide training and access to AI-based tools to help you learn. This is an in-person role at a local H&R Block tax office, with a flexible schedule including evenings and weekends during peak periods.