Seasonal Tax Associate — In-Person Training & Client-Focused

H&R Block; Fox Lake (IL); On-site; USD 19,000 - 25,000; Full time

Job summary

H&R Block, a national tax services firm, is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll meet with clients to gather information, prepare returns with guidance from experienced teammates, and explain tax concepts in clear, understandable terms.

With training from day one, you’ll identify potential tax savings, recommend relevant products and services, and build strong client relationships through teamwork and a client-first mindset during peak tax season.

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

Communication

Problem solving

Tech aptitude (Copilot, ChatGPT)

Education

High school diploma or GED

Bachelor’s degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block, a national tax services firm, is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll meet with clients to gather information, prepare returns with guidance from experienced teammates, and explain tax concepts in clear, understandable terms.

With training from day one, you’ll identify potential tax savings, recommend relevant products and services, and build strong client relationships through teamwork and a client-first mindset during peak tax season.