Seasonal Tax Associate: Learn Tax Prep & Client Care

H&R Block, Inc.; Eldorado (IL); On-site; USD 20,000 - 25,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Associate to join a local office in person. You’ll meet with clients, gather information, prepare tax returns with training, and answer questions while building client relationships.

No previous tax experience is required; you’ll learn on the job with support from teammates and mentors, and you’ll earn an hourly rate with opportunities to increase earnings as you gain tax knowledge.

Qualifications

• 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.
• High school diploma / GED/ equivalent.
• Comfort using digital tools and systems including AI-based tools like Copilot and ChatGPT.

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.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service experience

Strong communication

Problem-solving

High school diploma

Comfort with digital tools

Education

High school diploma / GED

Bachelor’s degree in accounting or finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to join a local office in person. You’ll meet with clients, gather information, prepare tax returns with training, and answer questions while building client relationships.

No previous tax experience is required; you’ll learn on the job with support from teammates and mentors, and you’ll earn an hourly rate with opportunities to increase earnings as you gain tax knowledge.