Seasonal Tax Associate: Training & Client‑Focused

H&R Block, Inc.; Pittsfield (IL); On-site; USD 21,000 - 25,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. No prior tax experience required; training starts from day one as you help clients gather information and prepare returns.

You’ll meet with clients, explain tax concepts clearly, and look for savings opportunities while building customer relationships and teamwork. The role offers an hourly pay range and peak-season hours, with opportunities to grow knowledge and earnings.

Qualifications

• Must have completed H&R Block Income Tax Course.
• Experience interacting with customers in a service environment.
• Strong communication skills; ability to explain information clearly.
• Problem-solving skills; ability to organize information.
• Comfort using AI-based tools like Copilot and ChatGPT.
• High school diploma or GED.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare 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.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Problem solving

Digital tools

Team collaboration

Education

High School Diploma or GED

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to work in-person at a local tax office. No prior tax experience required; training starts from day one as you help clients gather information and prepare returns.

You’ll meet with clients, explain tax concepts clearly, and look for savings opportunities while building customer relationships and teamwork. The role offers an hourly pay range and peak-season hours, with opportunities to grow knowledge and earnings.