Seasonal Tax Associate — Training & Growth, In-Person

H&R Block, Inc.; Forest Park (IL); On-site; USD 22,000 - 28,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. You will explain tax concepts clearly and identify potential savings while building trusted client relationships at a local office.

No prior tax experience is required; training is provided to help you develop tax knowledge and client service skills during the season. This role is in-person at a local H&R Block tax office.

Qualifications

• Successful completion of the H&R Block Income Tax Course
• Experience interacting with customers in a service environment
• Strong communication skills and ability to explain information clearly
• Problem-solving and analytical abilities
• Comfort using AI-based tools including Copilot and ChatGPT

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 with guidance
• Build strong client relationships and support office priorities through teamwork and a client-first approach

Skills

Customer service experience

Clear communication

Problem-solving

AI tool familiarity (Copilot/ChatGPT)

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. You will explain tax concepts clearly and identify potential savings while building trusted client relationships at a local office.

No prior tax experience is required; training is provided to help you develop tax knowledge and client service skills during the season. This role is in-person at a local H&R Block tax office.