Seasonal Tax Associate — In-Person Training & Growth

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

Job summary

H&R Block is seeking a Seasonal Tax Associate to join our local office, where you will gather client information, prepare tax returns, and answer questions with training support from day one. You’ll work face-to-face with clients and develop strong relationships while learning tax fundamentals and client service skills.

This in-person role offers an hourly wage with opportunities to increase earnings as tax knowledge grows, with flexibility to support peak periods during tax season.

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 familiarity

Education

High school diploma / GED/ equivalent

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

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to join our local office, where you will gather client information, prepare tax returns, and answer questions with training support from day one. You’ll work face-to-face with clients and develop strong relationships while learning tax fundamentals and client service skills.

This in-person role offers an hourly wage with opportunities to increase earnings as tax knowledge grows, with flexibility to support peak periods during tax season.