Seasonal Tax Associate: Client-Focused, Training-Driven

H&R Block; Georgetown (IL); On-site; USD 19,000 - 25,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in person at a local tax office. You will meet with clients, gather information, and prepare tax returns with training and guidance from experienced teammates.

The role emphasizes clear explanations and identifying tax savings opportunities while building strong client relationships. No prior tax experience is required, and compensation is hourly with potential increases as tax knowledge grows.

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 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 an understandable way.
• Identify tax savings opportunities and recommend relevant products and services.
• Address questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service experience

Strong communication

Problem solving

Digital tools

Education

High school diploma or GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to work in person at a local tax office. You will meet with clients, gather information, and prepare tax returns with training and guidance from experienced teammates.

The role emphasizes clear explanations and identifying tax savings opportunities while building strong client relationships. No prior tax experience is required, and compensation is hourly with potential increases as tax knowledge grows.