Seasonal Tax Associate: Client-Focused Tax Prep

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

Job summary

H&R Block in Illinois is hiring a Tax Associate for seasonal, in-person support at a local tax office. You’ll meet with clients, gather information, prepare returns with training, and explain tax concepts clearly to help clients understand options.

With no prior tax experience required, you’ll earn a competitive hourly rate, grow tax knowledge, and build client relationships through teamwork and a client-first approach during peak season.

Qualifications

• Successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
• 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.

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 with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service

Communication

Questioning needs

Problem solving

Digital tools familiarity

Education

High school diploma / GED/ equivalent

Bachelor’s degree (preferred)

Job description

H&R Block in Illinois is hiring a Tax Associate for seasonal, in-person support at a local tax office. You’ll meet with clients, gather information, prepare returns with training, and explain tax concepts clearly to help clients understand options.

With no prior tax experience required, you’ll earn a competitive hourly rate, grow tax knowledge, and build client relationships through teamwork and a client-first approach during peak season.