Seasonal Tax Pro: Client-Focused Return Prep

H&R Block, Inc.; McKeesport (Allegheny County); On-site; USD 21,000 - 28,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to join a local tax office in Pittsburgh, PA. No prior tax experience required; you will train and support clients through tax return preparation and answering questions.

You will meet with clients, gather information, prepare returns, explain tax information, and identify tax savings opportunities while building strong client relationships in a fast-paced, in-person setting.

Qualifications

• 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.

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.

Skills

Customer service experience

Strong communication skills

Problem solving

Comfort using digital tools

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance/related

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to join a local tax office in Pittsburgh, PA. No prior tax experience required; you will train and support clients through tax return preparation and answering questions.

You will meet with clients, gather information, prepare returns, explain tax information, and identify tax savings opportunities while building strong client relationships in a fast-paced, in-person setting.