Seasonal Tax Associate: Client‑Focused & Training‑Driven

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

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate in a local Illinois tax office. You will work directly with clients to gather information, prepare tax returns, and answer questions while building client relationships.

Training and support are provided from day one, with an hourly pay rate that can increase as tax knowledge grows. No prior tax experience is required; the role is in person at a local H&R Block tax office, with flexible hours during peak season, including evenings and weekends.

Qualifications

• Experience interacting with customers or clients in a service environment.
• Strong communication and ability to explain information clearly.
• Problem-solving skills and ability to organize information.
• Comfort using digital tools and systems including AI-based tools like Copilot and ChatGPT.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training from teammates.
• Explain tax information clearly and provide recommendations.
• 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

Communication skills

Problem solving

Digital tools familiarity (AI tools)

Education

High school diploma or 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 in a local Illinois tax office. You will work directly with clients to gather information, prepare tax returns, and answer questions while building client relationships.

Training and support are provided from day one, with an hourly pay rate that can increase as tax knowledge grows. No prior tax experience is required; the role is in person at a local H&R Block tax office, with flexible hours during peak season, including evenings and weekends.