Seasonal Tax Associate: Training, Client Impact

H&R Block, Inc.; Meadville (Crawford County); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You will gather client information, assist with tax return preparation, and answer questions while building client relationships. No prior tax experience is required, as training and day-one support are provided.

You will earn an hourly rate with opportunities to increase earnings as you gain tax knowledge and expertise. The role emphasizes a client-first approach and teamwork during tax season.

Qualifications

• Completion of the H&R Block Income Tax Course or equivalent training.
• Experience in customer service or client interactions.
• Strong written and verbal communication skills.
• Ability to solve problems and organize information.
• Familiarity with digital tools and AI-based assistance.

Responsibilities

• Meet with clients to collect information and understand tax situations.
• Prepare complete and accurate tax returns with training.
• Explain tax information clearly and offer recommendations.
• Identify potential tax savings opportunities and relevant products.
• Address questions using available guidance and resources.
• Build strong client relationships and support team objectives.

Skills

Customer service

Communication

Problem solving

AI tools familiarity

Digital literacy

Education

High school diploma / GED/ equivalent

Bachelor’s degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You will gather client information, assist with tax return preparation, and answer questions while building client relationships. No prior tax experience is required, as training and day-one support are provided.

You will earn an hourly rate with opportunities to increase earnings as you gain tax knowledge and expertise. The role emphasizes a client-first approach and teamwork during tax season.