Seasonal Tax Associate: Tax Prep & Client Advisory

H&R Block; McMurray (PA); On-site; USD 19,000 - 28,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. You will explain tax concepts clearly and identify savings opportunities while supporting office priorities with a client-first approach.

The role emphasizes in-person, on-site work at a local H&R Block tax office, with training provided from day one to build essential tax knowledge and client relationships.

Qualifications

• Experience in a service-oriented environment.
• Strong communication and clarity in explaining information.
• Questioning to understand client needs and provide solutions.
• Comfort using digital tools and AI-based resources.
• High school diploma or equivalent.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and relevant products/services.
• Apply problem-solving skills to analyze client information and address questions.
• Build strong client relationships and support office priorities.

Skills

Customer service

Communication

Problem solving

Questioning

Digital tools

Teamwork

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. You will explain tax concepts clearly and identify savings opportunities while supporting office priorities with a client-first approach.

The role emphasizes in-person, on-site work at a local H&R Block tax office, with training provided from day one to build essential tax knowledge and client relationships.