Seasonal Tax Associate — Learn Tax, Build Client Relationships

H&R Block, Inc.; Philadelphia (Philadelphia County); On-site; USD 28,000 - 39,000; Full time

Job summary

H&R Block is hiring a Seasonal Tax Associate to work in-person at a local tax office. You’ll gather client information, prepare tax returns with guidance, answer questions, and provide clear explanations and tax-saving recommendations.

Training supports you from day one, with opportunities to grow earnings as you gain tax knowledge. This role emphasizes client relations, teamwork, and service excellence during tax season, with flexible hours and the chance to build valuable client services

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 or 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, collaboration, and a client-first approach

Skills

Customer service experience

Clear communication

Problem solving

Digital tools proficiency

Education

Income Tax Course completion

High school diploma / GED

Bachelor’s degree (preferred)

Tools

AI tools (Copilot/ChatGPT)

Job description

H&R Block is hiring a Seasonal Tax Associate to work in-person at a local tax office. You’ll gather client information, prepare tax returns with guidance, answer questions, and provide clear explanations and tax-saving recommendations.

Training supports you from day one, with opportunities to grow earnings as you gain tax knowledge. This role emphasizes client relations, teamwork, and service excellence during tax season, with flexible hours and the chance to build valuable client services