Seasonal Tax Associate — Training & Client Service

H&R Block, Inc.; Willow Street (PA); On-site; USD 28,000 - 34,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to begin a career in tax and client services. No prior tax experience is required; training and support are provided from day one as you work directly with clients to gather information, prepare tax returns, and answer questions. This in-person role is at a local H&R Block tax office.

You will earn a competitive hourly rate with opportunities to increase earnings as you build tax knowledge and grow in the role, especially during peak periods.

Qualifications

• 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 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 or 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

Customer interaction

Communication

Problem-solving

Digital tools

AI tools

Education

High school diploma / GED

Bachelor's degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to begin a career in tax and client services. No prior tax experience is required; training and support are provided from day one as you work directly with clients to gather information, prepare tax returns, and answer questions. This in-person role is at a local H&R Block tax office.

You will earn a competitive hourly rate with opportunities to increase earnings as you build tax knowledge and grow in the role, especially during peak periods.