Seasonal Tax Associate — Client-Focused with Training

H&R Block; Rock Island (IL); On-site; USD 20,000 - 25,000; Full time

Job summary

H&R Block in Illinois is seeking a seasonal Tax Associate to work in-person at a local tax office, meeting with clients to gather information and prepare returns with guidance from experienced teammates. No prior tax experience is required as training and day-one support are provided.

You’ll earn a competitive hourly rate with opportunities to increase earnings as you build tax knowledge, with evening and weekend hours during peak periods anticipated.

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, collaboration, and a client-first approach

Skills

Customer service

Strong communication

Problem-solving

Questioning needs

AI tools familiarity

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block in Illinois is seeking a seasonal Tax Associate to work in-person at a local tax office, meeting with clients to gather information and prepare returns with guidance from experienced teammates. No prior tax experience is required as training and day-one support are provided.

You’ll earn a competitive hourly rate with opportunities to increase earnings as you build tax knowledge, with evening and weekend hours during peak periods anticipated.