Seasonal Tax Associate — Learn & Help Clients

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

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll gather information from clients, prepare tax returns, and explain results while learning through provided training and support from day one.

You will meet with clients, identify tax savings opportunities, answer questions, and build strong client relationships as part of a collaborative team during tax season. No prior tax experience is required.

Qualifications

• Experience interacting with customers in a service environment.
• Strong communication skills; ability to explain information clearly.
• Problem-solving and ability to organize information to identify solutions.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support.
• 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.

Skills

Customer service

Communication

Problem solving

AI tools familiarity

Education

High school diploma / GED

Bachelor’s degree (preferred) in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll gather information from clients, prepare tax returns, and explain results while learning through provided training and support from day one.

You will meet with clients, identify tax savings opportunities, answer questions, and build strong client relationships as part of a collaborative team during tax season. No prior tax experience is required.