Seasonal Tax Associate: Client-Focused Tax Prep

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

Job summary

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

You will meet with clients, gather information, and prepare returns while explaining tax concepts clearly and building strong client relationships. The role offers an opportunity to grow in tax knowledge and earnings through performance and seasonality, with a focus on service and client-first

Qualifications

• Experience interacting with customers 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.

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 with guidance.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service experience

Strong communication

Problem-solving

Comfort with digital tools

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

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

You will meet with clients, gather information, and prepare returns while explaining tax concepts clearly and building strong client relationships. The role offers an opportunity to grow in tax knowledge and earnings through performance and seasonality, with a focus on service and client-first