Tax Associate: In-Person, Client Advisory & Training

H&R Block, Inc.; Warrington Township (Bucks County); On-site; USD 28,000 - 41,000; Part time

Job summary

H&R Block, Inc. is seeking a Tax Associate for an in-person, apprenticeship-style role focused on reviewing each client's tax situation and delivering clear, personalized advice.

You will partner with a Client Care Specialist to gather information and leverage advanced technology to prepare returns while ensuring accuracy and client satisfaction. The position emphasizes open-ended questioning and active listening to uncover needs, and it offers ongoing training, flexible hours, and a

Qualifications

• Completion of the H&R Block Income Tax Course is required.
• Experience interacting with customers or clients in a service environment.
• Strong communication skills, including explaining information clearly and asking questions to understand needs.
• Problem-solving skills, including organizing information and identifying solutions.

Responsibilities

• Partner with a Client Care Specialist to gather client information and focus on reviewing each client’s tax situation.
• Use advanced technology to prepare returns while reviewing results and providing personalized advice.
• Ask open-ended questions and listen actively to understand client needs and identify tax-savings opportunities.
• Recommend relevant products and services based on client needs and unique situations.
• Apply problem-solving skills to analyze client information with guidance and resources.
• Participate in ongoing training to grow tax knowledge and confidence in serving clients.
• Build strong client relationships and support office goals through teamwork and a client-first approach.

Skills

Customer service experience

Strong communication

Problem solving

AI tools familiarity

Active listening

Education

High school diploma / GED

Bachelor's degree in accounting/finance

Tools

AI tools such as Copilot and ChatGPT

Job description

H&R Block, Inc. is seeking a Tax Associate for an in-person, apprenticeship-style role focused on reviewing each client's tax situation and delivering clear, personalized advice.

You will partner with a Client Care Specialist to gather information and leverage advanced technology to prepare returns while ensuring accuracy and client satisfaction. The position emphasizes open-ended questioning and active listening to uncover needs, and it offers ongoing training, flexible hours, and a