Seasonal Tax Associate: Learn Tax Prep & Client Service

H&R Block, Inc.; West Chicago (IL); On-site; USD 22,000 - 26,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate for in-person work at a local tax office. You’ll meet clients, gather information, and prepare tax returns with guidance from senior teammates.

You’ll learn to explain tax concepts clearly and identify potential savings opportunities while building client relationships. No prior tax experience is required; training starts from day one. Availability during peak periods and evenings/weekends is expected.

Qualifications

• High school diploma or GED required.
• Customer-facing service experience.
• Strong communication skills, including explaining information clearly.
• Experience using digital tools and AI-based assistants.

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.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information and address questions with guidance.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service experience

Strong communication

Problem-solving

Tech-friendly / AI tools

Education

High school diploma or GED

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate for in-person work at a local tax office. You’ll meet clients, gather information, and prepare tax returns with guidance from senior teammates.

You’ll learn to explain tax concepts clearly and identify potential savings opportunities while building client relationships. No prior tax experience is required; training starts from day one. Availability during peak periods and evenings/weekends is expected.