Seasonal Tax Associate — Client-Focused, Training-Driven

H&R Block, Inc.; Burbank (IL); On-site; USD 21,000 - 26,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local H&R Block tax office. No prior tax experience is required; you will receive training and support from day one while gathering client information and preparing tax returns.

You will meet with clients, explain tax information, identify savings opportunities, and build strong client relationships through teamwork and a client-first mindset.

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent training.
• 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

Teamwork

Digital tools

Education

High school diploma or GED

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local H&R Block tax office. No prior tax experience is required; you will receive training and support from day one while gathering client information and preparing tax returns.

You will meet with clients, explain tax information, identify savings opportunities, and build strong client relationships through teamwork and a client-first mindset.