Seasonal Tax Associate - Learn, Prep, Help Clients

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

Job summary

H&R Block is seeking a Seasonal Tax Associate to work directly with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You will explain tax information clearly, identify savings opportunities, and build strong client relationships while contributing to office priorities through teamwork. The role is in-person at a local H&R Block tax office during tax season.

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 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 experience

Strong communication

Problem-solving

AI tools familiarity

Attention to detail

Education

High school diploma / GED/ equivalent

Bachelor’s degree or equivalent preferred

Tools

Copilot/ChatGPT familiarity

Job description

H&R Block is seeking a Seasonal Tax Associate to work directly with clients, gather information, and prepare tax returns with training and support from experienced teammates.

You will explain tax information clearly, identify savings opportunities, and build strong client relationships while contributing to office priorities through teamwork. The role is in-person at a local H&R Block tax office during tax season.