Tax Seasonal Associate — Client-Focused & Training

H&R Block, Inc.; DuBois (Clearfield County); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local H&R Block tax office. No prior tax experience is required, as training is provided from day one.

You will meet with clients, gather information, prepare returns, and answer questions while building client relationships and developing tax knowledge. The role offers an hourly rate with opportunities to increase earnings as you gain expertise and contribute to client success during tax season.

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

Skills

Customer service

Communication

Problem solving

Teamwork

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local H&R Block tax office. No prior tax experience is required, as training is provided from day one.

You will meet with clients, gather information, prepare returns, and answer questions while building client relationships and developing tax knowledge. The role offers an hourly rate with opportunities to increase earnings as you gain expertise and contribute to client success during tax season.