Seasonal Tax Associate | Training & Client-Focused

H&R Block; Carrollton (IL); On-site; USD 19,000 - 25,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, prepare returns, and explain tax options at a local tax office. No prior tax experience is required as training is provided, and you’ll earn an hourly wage with potential to increase earnings as tax knowledge grows.

This is an in-person role focused on client service and teamwork. Join a team that supports clients through the tax process, offering guidance, collaboration, and ongoing learning opportunities in

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

Clear communication

Problem solving

Digital tools AI

Education

High school diploma or GED

Bachelor's degree in accounting or finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, prepare returns, and explain tax options at a local tax office. No prior tax experience is required as training is provided, and you’ll earn an hourly wage with potential to increase earnings as tax knowledge grows.

This is an in-person role focused on client service and teamwork. Join a team that supports clients through the tax process, offering guidance, collaboration, and ongoing learning opportunities in