Seasonal Tax Associate: Training & Client Support

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

Job summary

H&R Block in Sullivan, IL is seeking a seasonal Tax Associate to begin a career in tax and client services. You will meet with clients, gather information, prepare tax returns with training, and explain tax concepts clearly to help clients maximize their savings.

This in-person role offers day-one training and the chance to build strong client relationships. Hours start at 15–35 per week, with up to 40 hours during peak periods, and competitive hourly pay.

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 experience

Communication skills

Problem-solving skills

Digital tool familiarity

Education

High school diploma / GED/ equivalent

Bachelor’s degree in accounting or related field

Tools

Copilot

ChatGPT

Job description

H&R Block in Sullivan, IL is seeking a seasonal Tax Associate to begin a career in tax and client services. You will meet with clients, gather information, prepare tax returns with training, and explain tax concepts clearly to help clients maximize their savings.

This in-person role offers day-one training and the chance to build strong client relationships. Hours start at 15–35 per week, with up to 40 hours during peak periods, and competitive hourly pay.