Seasonal Tax Associate — Training & Client Service

H&R Block, Inc.; Aston Township (PA); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You will explain tax information clearly, identify potential savings, and address questions using available resources. The role emphasizes client relationships and teamwork during tax season.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service-oriented environment.
• Strong communication skills, including explaining information clearly.
• Familiarity with digital tools and AI-based tools like Copilot and ChatGPT.
• High school diploma or GED is required.

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 with guidance.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service

Communication skills

Problem-solving

Education

High school diploma or GED

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You will explain tax information clearly, identify potential savings, and address questions using available resources. The role emphasizes client relationships and teamwork during tax season.