Seasonal Tax Associate: Client-Centric Prep Pro

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

Benefits offered by this job

Competitive pay

Comprehensive benefits

401(k) plan

Employee discount program

Business Travel Accident Insurance

Job summary

H&R Block is hiring a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with training and support. The role emphasizes clear communication, identifying savings opportunities, and building strong client relationships.

No prior tax experience is required; you’ll earn an hourly rate with potential increased earnings as you gain tax knowledge. Training provided to help you excel in client services.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service 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

Clear communication

Problem solving

Copilot/ChatGPT tools

High school diploma

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with training and support. The role emphasizes clear communication, identifying savings opportunities, and building strong client relationships.

No prior tax experience is required; you’ll earn an hourly rate with potential increased earnings as you gain tax knowledge. Training provided to help you excel in client services.