Seasonal Tax Associate: Client-Centric & Training-Driven

H&R Block; Jacksonville (IL); On-site; USD 19,000 - 25,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. Training is provided, and you can earn by increasing knowledge and performance while assisting clients with tax questions and recommendations.

The role emphasizes a client-first approach, teamwork, and building lasting client relationships in a supportive office setting.

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

Digital tools (AI)

Education

High school diploma / GED/ equivalent

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. Training is provided, and you can earn by increasing knowledge and performance while assisting clients with tax questions and recommendations.

The role emphasizes a client-first approach, teamwork, and building lasting client relationships in a supportive office setting.