Seasonal Tax Prep & Client Services Specialist

H&R Block, Inc.; Forest Park (IL); On-site; USD 22,000 - 27,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate to join our local office in a full-time, in-person role during tax season. You will meet with clients, gather information, and prepare returns with guidance from experienced teammates.

No prior tax experience is required; you’ll receive training and support from day one and can increase earnings as you build tax knowledge. Availability for evenings and weekends is a plus.

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

Communication

Customer service

Problem solving

Digital tools

Interpersonal skills

Education

High school diploma / GED/ equivalent

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to join our local office in a full-time, in-person role during tax season. You will meet with clients, gather information, and prepare returns with guidance from experienced teammates.

No prior tax experience is required; you’ll receive training and support from day one and can increase earnings as you build tax knowledge. Availability for evenings and weekends is a plus.