In-Person Seasonal Tax Associate — Client-Focused & Training

H&R Block; Park Ridge (IL); On-site; USD 22,000 - 27,000; Full time

Benefits offered by this job

Training and support

Competitive pay

Job summary

H&R Block, a leading tax services firm, seeks a seasonal Tax Associate to work in person at a local tax office. You will meet with clients, gather information, prepare tax returns with guidance from experienced teammates, and clearly explain tax information while building strong client relationships.

No prior tax experience is required; training is provided. You’ll earn a competitive hourly rate and have opportunities to grow as you deepen tax knowledge.

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 included 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

Strong communication

Problem solving

AI tools (Copilot, ChatGPT)

High school diploma

Education

High school diploma / GED/ equivalent

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block, a leading tax services firm, seeks a seasonal Tax Associate to work in person at a local tax office. You will meet with clients, gather information, prepare tax returns with guidance from experienced teammates, and clearly explain tax information while building strong client relationships.

No prior tax experience is required; training is provided. You’ll earn a competitive hourly rate and have opportunities to grow as you deepen tax knowledge.