Seasonal Tax Associate - Client-Focused Training

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

Benefits offered by this job

Training and support

In-person at local office

Job summary

H&R Block is seeking a seasonal Tax Associate to work with clients, gather information, and prepare tax returns with guidance from experienced teammates. You will explain tax information clearly and identify savings opportunities while building strong client relationships.

This is an in-person role at a local H&R Block tax office. You will earn a competitive hourly rate with opportunities to increase earnings as you grow tax knowledge and skills, with training from day one and ongoing

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

Communication skills

Customer service

Problem-solving

Digital tools familiarity

Education

High school diploma / GED / equivalent

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

Tools

Copilot and ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to work with clients, gather information, and prepare tax returns with guidance from experienced teammates. You will explain tax information clearly and identify savings opportunities while building strong client relationships.

This is an in-person role at a local H&R Block tax office. You will earn a competitive hourly rate with opportunities to increase earnings as you grow tax knowledge and skills, with training from day one and ongoing