Seasonal Tax Associate — Client-Focused Training

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

Job summary

H&R Block is seeking a seasonal Tax Associate to join a local tax office. You will meet with clients to gather information, prepare tax returns with guidance, and explain tax implications in clear terms, aiming to identify savings opportunities and upsell relevant services.

No prior tax experience is required thanks to comprehensive training from day one. This is an in-person role with hours that may include evenings and weekends 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 systems including 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 and a client-first approach.

Skills

Customer service

Communication

Problem solving

Digital tools

Education

High school diploma/ GED

Bachelor's degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to join a local tax office. You will meet with clients to gather information, prepare tax returns with guidance, and explain tax implications in clear terms, aiming to identify savings opportunities and upsell relevant services.

No prior tax experience is required thanks to comprehensive training from day one. This is an in-person role with hours that may include evenings and weekends during tax season.