Seasonal Tax Prep Associate — Training & Client Service

H&R Block, Inc.; Westchester (IL); On-site; USD 22,000 - 28,000; Part time

Job summary

H&R Block, Inc. in Illinois is seeking a seasonal Tax Associate to join a local tax office. You’ll work with clients to gather information, prepare returns, and explain tax concepts with training and support from day one.

You don’t need prior tax experience; the role emphasizes client service, communication, problem-solving, and the ability to work evenings or weekends during peak periods. Hours are seasonal and in-person.

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 and a client-first approach

Skills

Customer service

Strong communication

Problem-solving

Digital tools

Education

High school diploma or GED

Bachelor’s degree (preferred) in accounting/finance or related field

Job description

H&R Block, Inc. in Illinois is seeking a seasonal Tax Associate to join a local tax office. You’ll work with clients to gather information, prepare returns, and explain tax concepts with training and support from day one.

You don’t need prior tax experience; the role emphasizes client service, communication, problem-solving, and the ability to work evenings or weekends during peak periods. Hours are seasonal and in-person.