Seasonal Tax Associate - Learn Tax Prep & Client Service

H&R Block, Inc.; Lyons (IL); On-site; USD 17,000 - 28,000; Part time

Job summary

H&R Block in Illinois is seeking a Seasonal Tax Associate to join our local tax office. No prior tax experience required; training and support are provided from day one as you work directly with clients to gather information and prepare returns.

You'll meet with clients, explain tax information clearly, identify savings opportunities, and build strong client relationships through teamwork and a client-first approach.

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 experience

Communication skills

Problem solving

Digital tools proficient

Education

High school diploma / GED

Bachelor’s degree preferred

Tools

Copilot

ChatGPT

Job description

H&R Block in Illinois is seeking a Seasonal Tax Associate to join our local tax office. No prior tax experience required; training and support are provided from day one as you work directly with clients to gather information and prepare returns.

You'll meet with clients, explain tax information clearly, identify savings opportunities, and build strong client relationships through teamwork and a client-first approach.