Seasonal Tax Associate: Client-Facing Training & Growth

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

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to join a local tax office in Illinois. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

No prior tax experience is required; training and day-one support are provided. The role emphasizes client service, clear explanations, and identifying potential tax savings opportunities in person.

Qualifications

• Successfully completed HR Block Income Tax Course.
• Experience interacting with customers in a service environment.
• Strong communication and problem-solving abilities.
• Comfort using digital tools including AI-based tools like Copilot and ChatGPT.
• High school diploma or GED.

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

AI tools

Education

High school diploma / GED

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to join a local tax office in Illinois. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates.

No prior tax experience is required; training and day-one support are provided. The role emphasizes client service, clear explanations, and identifying potential tax savings opportunities in person.