Seasonal Tax Associate: Prepare Returns, Help Clients

H&R Block, Inc.; Pottstown (Montgomery County); Vor Ort; USD 21.000 - 30.000; Teilzeit

Zusammenfassung

H&R Block is seeking a Seasonal Tax Associate to join our in-person, client-facing team. You will gather information from clients, prepare tax returns with guidance from experienced teammates, and explain tax concepts clearly while identifying potential tax savings opportunities.

You will interact with clients in a service-focused environment, building relationships and delivering accurate results. Training supports your growth, and hours may vary with peak periods, offering a pathway to advance

Qualifikationen

• 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
• Comfort using digital tools and systems including AI-based tools like Copilot and ChatGPT

Aufgaben

• 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

Kenntnisse

Customer service

Communication

Problem solving

AI tools

Copilot

ChatGPT

Ausbildung

High school diploma / GED

Bachelor’s degree in accounting/finance/related

Tools

Copilot

ChatGPT

Jobbeschreibung

H&R Block is seeking a Seasonal Tax Associate to join our in-person, client-facing team. You will gather information from clients, prepare tax returns with guidance from experienced teammates, and explain tax concepts clearly while identifying potential tax savings opportunities.

You will interact with clients in a service-focused environment, building relationships and delivering accurate results. Training supports your growth, and hours may vary with peak periods, offering a pathway to advance