Seasonal Tax Associate — Training, Client Skills, In‑Person

H&R Block, Inc.; McKees Rocks (Allegheny County); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Associate to support clients in gathering information, preparing tax returns, and answering questions with training from day one. This in-person role is based at a local H&R Block tax office and offers a competitive hourly rate.

You will meet with clients, identify potential savings opportunities, and provide clear explanations and recommendations while collaborating with experienced teammates.

Qualifications

• 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.

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 and a client-first approach.

Skills

Customer service experience

Communication skills

Problem solving

Digital tools familiarity

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to support clients in gathering information, preparing tax returns, and answering questions with training from day one. This in-person role is based at a local H&R Block tax office and offers a competitive hourly rate.

You will meet with clients, identify potential savings opportunities, and provide clear explanations and recommendations while collaborating with experienced teammates.