Seasonal Tax Associate: Learn, Help Clients, Earn More

H&R Block; Momence (IL); On-site; USD 19,000 - 25,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with support from experienced teammates. You’ll explain tax concepts clearly, identify savings opportunities, and recommend relevant services.

The role emphasizes building client relationships and teamwork in a local office setting. No prior tax experience is required as on-the-job training is provided; compensation includes hourly pay with opportunities to grow tax knowledge and

Qualifications

• 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 or 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 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 with guidance.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with support from experienced teammates. You’ll explain tax concepts clearly, identify savings opportunities, and recommend relevant services.

The role emphasizes building client relationships and teamwork in a local office setting. No prior tax experience is required as on-the-job training is provided; compensation includes hourly pay with opportunities to grow tax knowledge and