Seasonal Tax Associate — Client‑First Tax Prep & Training

H&R Block; Quincy (IL); On-site; USD 20,000 - 25,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in a local tax office. You’ll meet clients, collect information, and help prepare tax returns with guidance from experienced teammates. You’ll explain taxes clearly and identify savings opportunities while building strong client relationships in a collaborative, client-first environment.

No prior tax experience is required; training and day-one support are provided, with opportunities to advance knowledge and earnings during peak periods.

Qualifications

• 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 including AI-based tools like Copilot and ChatGPT.
• High school diploma / 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, collaboration, and a client-first approach.

Skills

Communication skills

Customer service

Problem solving

Teamwork

Digital tools (AI Copilot/ChatGPT)

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to work in a local tax office. You’ll meet clients, collect information, and help prepare tax returns with guidance from experienced teammates. You’ll explain taxes clearly and identify savings opportunities while building strong client relationships in a collaborative, client-first environment.

No prior tax experience is required; training and day-one support are provided, with opportunities to advance knowledge and earnings during peak periods.