Tax Associate

H&R Block; Savoy (IL); On-site; USD 20,000 - 25,000; Part time

Job summary

H&R Block in Bloomington, IL is seeking a Seasonal Tax Associate to begin a career in tax and client services. You will work directly with clients to gather information, prepare returns, and answer questions with training and support from day one.

You will meet with clients, prepare tax returns with accuracy, explain tax information clearly, and identify savings opportunities while building strong relationships as part of a team that values client-first service and continuous learning.

Qualifications

• High school diploma or equivalent (required).
• Experience interacting with customers in a service setting.
• Strong communication and problem-solving abilities.
• Comfort using digital tools and AI-based assistance.
• Enrollment in or completion of tax-related coursework is a plus.

Responsibilities

• Meet with clients to gather information and understand tax situations.
• Prepare complete and accurate tax returns with training and support.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and applicable products/services.
• Address questions and complex scenarios with guidance from teammates.
• Support office priorities through teamwork and client-first service.

Skills

Customer service

Communication

Problem solving

Digital tools

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

About The RoleAs a seasonal Tax Associate at H&R Block, you2ll begin a career in tax and client servicesno prior tax experience required. With training and support from day one, you2ll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. You2ll earn a competitive hourly rate, with opportunities to increase your earnings as you build tax knowledge and grow in the role. This role is in-person at a local H&R Block tax office.

• 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

Required Qualifications

• Successful completion of the H&R Block Income Tax Course1
• 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 included AI based tools like Copilot and ChatGPT
• High school diploma / GED/ equivalent

Preferred Qualifications

• Bachelor’s degree in accounting, finance, or a related field
• Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services
• Experience asking questions and recommending solutions based on customer needs
• Ability to work 155 hours per week, with availability up to 40 hours during peak periods
• Availability to work evenings and weekends during tax season

Why work for us

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we2ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

Pay Range Information

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

Pay Range

$14.45 - $18.00/Hr.

Recruitment

Sutton-14045-BLOOMINGTON IL