Seasonal Tax Pro: Client Returns & Tax Savings

H&R Block; Philadelphia (Philadelphia County); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block in Philadelphia seeks a seasonal Tax Associate to start a career in tax with training and extensive client interaction. This in-person role offers a competitive hourly rate and opportunities to increase earnings as tax knowledge grows.

You will meet clients, gather information, prepare returns with guidance, and explain tax concepts clearly while identifying savings opportunities. Strong communication and problem-solving are essential.

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/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
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Skills

Customer service

Communication

Problem-solving

Digital tools

Education

High school diploma / GED

Bachelor's degree in accounting or finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block in Philadelphia seeks a seasonal Tax Associate to start a career in tax with training and extensive client interaction. This in-person role offers a competitive hourly rate and opportunities to increase earnings as tax knowledge grows.

You will meet clients, gather information, prepare returns with guidance, and explain tax concepts clearly while identifying savings opportunities. Strong communication and problem-solving are essential.