Seasonal Tax Associate: Learn, Help Clients, Grow

H&R Block, Inc.; Johnstown (Cambria County); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate to support clients with tax information and return preparation at a local tax office. No prior tax experience is required, as training and support are provided from day one.

You will meet with clients, gather information, and explain tax options to help build client relationships. The role is in-person at a local H&R Block tax office, with opportunities to increase earnings as tax knowledge grows.

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
• Build strong client relationships and support office priorities through teamwork and a client-first approach

Skills

Customer service

Communication

Problem solving

Digital tools experience

Education

High school diploma / GED

Bachelor's degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to support clients with tax information and return preparation at a local tax office. No prior tax experience is required, as training and support are provided from day one.

You will meet with clients, gather information, and explain tax options to help build client relationships. The role is in-person at a local H&R Block tax office, with opportunities to increase earnings as tax knowledge grows.