Seasonal Tax Associate — In-Office Training & Client Service

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

Job summary

H&R Block is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with guided support. You’ll explain tax concepts clearly, identify savings opportunities, and provide product recommendations while building strong client relationships.

This in-person role offers training from day one and the opportunity to earn hourly pay with potential increases as tax knowledge grows during peak periods.

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

Communication

Customer service

Problem solving

Digital tools (Copilot, ChatGPT)

Education

High school diploma / GED

Bachelor’s degree in accounting or finance or related field

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with guided support. You’ll explain tax concepts clearly, identify savings opportunities, and provide product recommendations while building strong client relationships.

This in-person role offers training from day one and the opportunity to earn hourly pay with potential increases as tax knowledge grows during peak periods.