Seasonal Tax Associate — Training & Client Focus

H&R Block, Inc.; Urbana (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’ll start with training and support from day one, helping clients gather information, prepare tax returns, and answer questions while building client relationships.

You’ll earn a competitive hourly rate with opportunities to increase earnings as you gain tax knowledge. The role emphasizes client service, teamwork, and a commitment to quality.

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 including 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

Strong communication

Problem solving

AI tools familiarity

Digital tools experience

Education

High school diploma or equivalent

Bachelor’s degree in accounting/finance or related field

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to work in person at a local tax office. You’ll start with training and support from day one, helping clients gather information, prepare tax returns, and answer questions while building client relationships.

You’ll earn a competitive hourly rate with opportunities to increase earnings as you gain tax knowledge. The role emphasizes client service, teamwork, and a commitment to quality.