Seasonal Tax Associate: Training, Client Impact

H&R Block, Inc.; Springfield (IL); On-site; USD 20,000 - 25,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate in Springfield, IL to help clients gather information, prepare tax returns, and answer questions with training and support from day one. This in-person role offers a competitive hourly rate.

Meet and advise clients, identify tax savings opportunities, and work with teammates to deliver accurate results. Availability for peak periods and evenings/weekends is common during tax season.

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

Skills

Customer service

Communication

Problem solving

AI tools familiarity

Digital tools

Education

High school diploma or GED

H&R Block Income Tax Course

Bachelor’s degree (preferred) in accounting/finance

Tools

Copilot/ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate in Springfield, IL to help clients gather information, prepare tax returns, and answer questions with training and support from day one. This in-person role offers a competitive hourly rate.

Meet and advise clients, identify tax savings opportunities, and work with teammates to deliver accurate results. Availability for peak periods and evenings/weekends is common during tax season.