Seasonal Tax Associate: Client-Focused & Training-Backed

H&R Block; McHenry (IL); On-site; USD 22,000 - 29,000; Full time

Job summary

H&R Block is hiring a seasonal Tax Associate to meet with clients, gather tax information, and prepare returns with guidance from experienced teammates. You will explain tax details clearly and identify potential tax savings while building client relationships.

This in-person role offers training from day one and a competitive hourly rate that can grow as you gain tax knowledge. Qualifications include completing the H&R Block Income Tax Course or equivalent, strong customer service

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent training.
• Experience interacting with customers 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 or 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 and a client-first approach.

Skills

Customer service experience

Strong communication

Problem-solving

Digital tools proficiency (Copilot, AI

Education

High school diploma / GED

Bachelor’s degree in accounting/finance or related field

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate to meet with clients, gather tax information, and prepare returns with guidance from experienced teammates. You will explain tax details clearly and identify potential tax savings while building client relationships.

This in-person role offers training from day one and a competitive hourly rate that can grow as you gain tax knowledge. Qualifications include completing the H&R Block Income Tax Course or equivalent, strong customer service