Tax Associate - Seasonal, Client-Focused with Tax Training

H&R Block, Inc.; Bethlehem (Northampton County); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to help clients gather information and prepare tax returns at a local office. No prior tax experience is required, as training and support are provided from day one.

The role is in-person at a local H&R Block tax office and offers an hourly rate with opportunities to increase earnings as tax knowledge grows. You will meet with clients, explain tax information, and identify savings opportunities while working with experienced teammates to

Qualifications

• Experience 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 or GED or 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 and available resources.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service

Communication

Problem solving

Digital tools (AI)

Education

High school diploma / GED

Associate/Bachelor's (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to help clients gather information and prepare tax returns at a local office. No prior tax experience is required, as training and support are provided from day one.

The role is in-person at a local H&R Block tax office and offers an hourly rate with opportunities to increase earnings as tax knowledge grows. You will meet with clients, explain tax information, and identify savings opportunities while working with experienced teammates to