Seasonal Tax Pro: Client-Focused Prep & Training

H&R Block, Inc.; Oswego Township (IL); On-site; USD 20,000 - 25,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to work in-person at a local H&R Block tax office. No prior tax experience is required, as training and support are provided from day one.

You’ll meet with clients, gather information, prepare returns, and answer questions while building strong client relationships and learning tax knowledge. The role emphasizes a client-first approach, flexible hours during tax season, and opportunities to grow earnings as tax knowledge expands.

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 included 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

Communication skills

Problem solving

AI tools familiarity

Education

High school diploma / GED/ equivalent

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

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to work in-person at a local H&R Block tax office. No prior tax experience is required, as training and support are provided from day one.

You’ll meet with clients, gather information, prepare returns, and answer questions while building strong client relationships and learning tax knowledge. The role emphasizes a client-first approach, flexible hours during tax season, and opportunities to grow earnings as tax knowledge expands.