Seasonal Tax Specialist - Client-Focused, Training Included

H&R Block, Inc.; Monongahela (PA); On-site; USD 22,000 - 33,000; Part time

Job summary

H&R Block seeks a seasonal Tax Associate for an in-person role at a local PA tax office. You will meet clients, gather information, and prepare tax returns with training support. The role emphasizes clear explanations, identifying savings opportunities, and helping clients navigate tax questions.

No prior tax experience is required; training begins on day one. Hours vary, with evenings and weekends possible during peak tax season, and compensation is hourly based.

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.
• Comfort using digital tools and systems including AI-based tools.

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 client-friendly way.
• Identify tax savings opportunities and recommend relevant products and services.
• Address questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Problem solving

Digital tools use

Education

High school diploma / GED

Bachelor's degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block seeks a seasonal Tax Associate for an in-person role at a local PA tax office. You will meet clients, gather information, and prepare tax returns with training support. The role emphasizes clear explanations, identifying savings opportunities, and helping clients navigate tax questions.

No prior tax experience is required; training begins on day one. Hours vary, with evenings and weekends possible during peak tax season, and compensation is hourly based.