Seasonal Tax Associate - Training & Client Focus

H&R Block, Inc.; Kankakee (IL); On-site; USD 21,000 - 25,000; Full time

Job summary

H&R Block, Inc. is hiring a seasonal Tax Associate to work in-person at a local tax office in Illinois. You will meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. You’ll explain tax information clearly, identify savings opportunities, and build client relationships.

No prior tax experience is required; a tax course is part of the role’s path, and compensation is hourly with potential for higher earnings as you grow tax knowledge.

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

Skills

Customer service experience

Clear communication

Problem solving

Attention to detail

Digital tools usage (AI)

Education

High school diploma / GED/ equivalent

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot/ChatGPT (AI tools)

Job description

H&R Block, Inc. is hiring a seasonal Tax Associate to work in-person at a local tax office in Illinois. You will meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. You’ll explain tax information clearly, identify savings opportunities, and build client relationships.

No prior tax experience is required; a tax course is part of the role’s path, and compensation is hourly with potential for higher earnings as you grow tax knowledge.