Seasonal Tax Associate: Learn Tax Prep & Client Service

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

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to join our local tax office in person. No prior tax experience required; training provided from day one as you work with clients to gather information and prepare returns.

You will earn a competitive hourly rate with opportunities to increase earnings as you build tax knowledge. Part-time hours typically range from 15–35 per week, with up to 40 hours during peak tax season.

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 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

Teamwork

Digital tools

Education

High school diploma / GED

H&R Block Income Tax Course

Bachelor's degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to join our local tax office in person. No prior tax experience required; training provided from day one as you work with clients to gather information and prepare returns.

You will earn a competitive hourly rate with opportunities to increase earnings as you build tax knowledge. Part-time hours typically range from 15–35 per week, with up to 40 hours during peak tax season.