Seasonal Tax Associate: Training & Client Service

H&R Block, Inc.; Marlton (NJ); On-site; USD 22,000 - 28,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to join our in-person tax office. You’ll learn on the job, gather client information, prepare returns, and answer questions with support from experienced teammates.

No prior tax experience is required as you’ll receive training and build client relationships, earning a competitive hourly rate with opportunities to grow as your tax knowledge expands.

Qualifications

• Completed the HR Block Income Tax Course or equivalent.
• Experience interacting with customers 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-based 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

Tax course completed

Customer service

Clear communication

Problem solving

AI tools familiarity

High school diploma

Education

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

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to join our in-person tax office. You’ll learn on the job, gather client information, prepare returns, and answer questions with support from experienced teammates.

No prior tax experience is required as you’ll receive training and build client relationships, earning a competitive hourly rate with opportunities to grow as your tax knowledge expands.