Seasonal Tax Associate — Client-Focused Tax Prep

H&R Block, Inc.; Shelbyville (IL); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block seeks a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates. You will explain tax information clearly, identify savings opportunities, and recommend products and services while helping clients understand complex details.

The role emphasizes problem-solving, client relationships, and teamwork, with in-person work at a local H&R Block tax office 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 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

Client service

Communication

Problem-solving

AI tools like Copilot & ChatGPT

Digital tools usage

Education

High school diploma / GED / equivalent

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

Job description

H&R Block seeks a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates. You will explain tax information clearly, identify savings opportunities, and recommend products and services while helping clients understand complex details.

The role emphasizes problem-solving, client relationships, and teamwork, with in-person work at a local H&R Block tax office during tax season.