Seasonal Tax Associate: Client-Focused Tax Prep

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

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates. No prior tax experience is required; you’ll earn a competitive hourly rate and receive guidance as you grow in the role.

This position is in-person at a local H&R Block tax office. You will work with clients, identify tax savings opportunities, and build strong client relationships while supporting office priorities through teamwork and a

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 experience

Communication skills

Problem-solving

Digital tools awareness

Education

High School Diploma / GED

Bachelor’s degree in accounting, finance or related field

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates. No prior tax experience is required; you’ll earn a competitive hourly rate and receive guidance as you grow in the role.

This position is in-person at a local H&R Block tax office. You will work with clients, identify tax savings opportunities, and build strong client relationships while supporting office priorities through teamwork and a