Seasonal Tax Associate - Client-Focused & Training-Driven

H&R Block; Frankfort (IL); On-site; USD 21,000 - 28,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare accurate tax returns with supportive training. You’ll explain tax details clearly, identify savings opportunities, and address questions with guidance from teammates.

This in-person role offers an hourly pay and opportunities to grow tax knowledge and client relationships. Ideal candidates have completed the H&R Block Income Tax Course, strong communication, and a service mindset.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers or clients in a service environment.
• Strong communication skills, including explaining information clearly.
• Problem-solving skills, including organizing information and identifying solutions.
• Comfort using digital tools and 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

Communication skills

Problem-solving

Customer service

Questioning needs

Education

High school diploma or GED

Bachelor’s degree in accounting/finance/related field

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare accurate tax returns with supportive training. You’ll explain tax details clearly, identify savings opportunities, and address questions with guidance from teammates.

This in-person role offers an hourly pay and opportunities to grow tax knowledge and client relationships. Ideal candidates have completed the H&R Block Income Tax Course, strong communication, and a service mindset.