Seasonal Tax Associate — Client-Facing, Training Included

H&R Block; Oak Lawn (IL); On-site; USD 22,000 - 27,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate for in-person work at a local tax office. You will meet with clients to gather information, understand their tax situation, and begin preparing returns with training and support from experienced teammates.

You’ll explain tax information clearly, identify savings opportunities, and build strong client relationships while working 15–40 hours per week, including evenings and weekends 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 available resources.
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach.

Skills

Customer service

Communication

Problem-solving

AI tools

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Job description

H&R Block is seeking a seasonal Tax Associate for in-person work at a local tax office. You will meet with clients to gather information, understand their tax situation, and begin preparing returns with training and support from experienced teammates.

You’ll explain tax information clearly, identify savings opportunities, and build strong client relationships while working 15–40 hours per week, including evenings and weekends during tax season.