Seasonal Tax Associate — Training & Client-Focused Roles

H&R Block; Shorewood (IL); On-site; USD 22,000 - 28,000; Full time

Job summary

H&R Block is hiring a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and begin preparing tax returns with comprehensive training and support.

This role emphasizes client service, clear communication, and problem solving. You will gain tax knowledge, build client relationships, and contribute to office priorities while earning an hourly wage.

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

Communication skills

Problem solving

Teamwork

Adaptability

Digital tools (Copilot/ChatGPT)

Education

High school diploma or GED

H&R Block Income Tax Course

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Tax software

Job description

H&R Block is hiring a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and begin preparing tax returns with comprehensive training and support.

This role emphasizes client service, clear communication, and problem solving. You will gain tax knowledge, build client relationships, and contribute to office priorities while earning an hourly wage.