Seasonal Tax Associate — Client-Focused Tax Prep

H&R Block, Inc.; Woodstock (IL); On-site; USD 22,000 - 28,000; Full time

Benefits offered by this job

Medical coverage

401(k) plan

Employee assistance program

Fitness programs

Associate discount

Travel insurance

Tax prep benefit

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. You’ll explain tax concepts clearly and identify savings opportunities while building lasting client relationships.

This in-person role offers training from day one and a pathway to grow tax knowledge and earnings through performance and experience during tax season.

Qualifications

• Experience interacting with customers in a service environment.
• Ability to explain tax information clearly to clients.
• Comfort using digital tools and systems, including AI-based tools.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support.
• Explain tax information clearly and provide recommendations clients can understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information with guidance.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Strong communication

Problem solving

AI tools

Team collaboration

Education

High school diploma / GED

Bachelor's degree in accounting/finance

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 guidance from experienced teammates. You’ll explain tax concepts clearly and identify savings opportunities while building lasting client relationships.

This in-person role offers training from day one and a pathway to grow tax knowledge and earnings through performance and experience during tax season.