Seasonal Tax Associate - Learn, Serve Clients & Grow

H&R Block, Inc.; Mount Carmel (IL); On-site; USD 19,000 - 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 will meet with clients, gather information, prepare tax returns, and explain tax details while building customer relationships. Training and support are provided from day one to help you grow in the role.

The position emphasizes accurate tax prep, client service, and opportunities to expand earnings as tax knowledge increases, with an hourly pay structure and peak-season hours.

Qualifications

• Completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service environment.
• Strong communication: explain clearly and ask questions to understand needs.
• Problem-solving: organize information and identify solutions.
• Comfort using digital tools and AI-based tools like Copilot and ChatGPT.

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.
• Build strong client relationships and support office priorities through teamwork.

Skills

Tax knowledge

Customer service

Communication

Problem solving

AI tools familiarity

Education

HS diploma/GED

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to work in person at a local tax office. You will meet with clients, gather information, prepare tax returns, and explain tax details while building customer relationships. Training and support are provided from day one to help you grow in the role.

The position emphasizes accurate tax prep, client service, and opportunities to expand earnings as tax knowledge increases, with an hourly pay structure and peak-season hours.