Seasonal Tax Associate: Learn & Help Clients

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

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, prepare tax returns, and provide clear explanations while building strong relationships and delivering client-first service.

No prior tax experience is required as training and support are provided from day one, with opportunities to increase earnings as knowledge grows during tax season.

Qualifications

• Successful completion of the H&R Block Income Tax Course1
• 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

Digital tools literacy

Education

H&R Block Income Tax Course

High school diploma / GED / equivalent

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, prepare tax returns, and provide clear explanations while building strong relationships and delivering client-first service.

No prior tax experience is required as training and support are provided from day one, with opportunities to increase earnings as knowledge grows during tax season.