Seasonal Tax Associate — Client-Focused with Training

H&R Block, Inc.; Savanna (IL); On-site; USD 19,000 - 25,000; Part time

Benefits offered by this job

Competitive pay

Training and support

Job summary

H&R Block is hiring a seasonal Tax Associate to work in-office with clients, gather information, and prepare tax returns. Training and support are provided from day one to help you build client relationships and tax knowledge. You’ll earn an hourly rate with opportunities to grow earnings during peak tax season.

This role is in-person at a local H&R Block tax office, offering hands-on client service experience and a foundation in tax preparation without prior tax experience needed.

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

Customer service

Communication

Problem solving

Digital tools

Client relations

Education

High school diploma / GED

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

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate to work in-office with clients, gather information, and prepare tax returns. Training and support are provided from day one to help you build client relationships and tax knowledge. You’ll earn an hourly rate with opportunities to grow earnings during peak tax season.

This role is in-person at a local H&R Block tax office, offering hands-on client service experience and a foundation in tax preparation without prior tax experience needed.