Seasonal Tax Prep Associate — Training & Earn

H&R Block; Wauconda (IL); On-site; USD 20,000 - 25,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Discount program

Job summary

H&R Block in Illinois is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates. You will explain tax information clearly and identify savings opportunities while building client relationships in a busy in-person office.

No prior tax experience is required; day-one training is provided. You’ll earn an hourly wage with potential to increase earnings as you gain tax knowledge and performance.

Qualifications

• Successful completion of the HR 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 experience

Strong communication skills

Problem-solving skills

Comfort using digital tools

Explain information clearly

Education

High school diploma / GED/ equivalent

Bachelor’s degree in accounting/finance/related field

Tools

Copilot and ChatGPT

Job description

H&R Block in Illinois is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training from experienced teammates. You will explain tax information clearly and identify savings opportunities while building client relationships in a busy in-person office.

No prior tax experience is required; day-one training is provided. You’ll earn an hourly wage with potential to increase earnings as you gain tax knowledge and performance.