Seasonal Tax Pro: Client-Focused Returns & Training

H&R Block, Inc.; Arlington Heights (IL); On-site; USD 22,000 - 26,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to help clients gather information and prepare tax returns with guided training in person at a local office. You’ll work directly with clients, explain tax information clearly, and build strong client relationships.

No prior tax experience is required; focus on communication, service orientation, and comfort with digital tools. Typical hours range from 15–40 per week, with peak-season opportunities.

Qualifications

• 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.

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

Problem-solving

Digital tools

Education

High school diploma or GED

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to help clients gather information and prepare tax returns with guided training in person at a local office. You’ll work directly with clients, explain tax information clearly, and build strong client relationships.

No prior tax experience is required; focus on communication, service orientation, and comfort with digital tools. Typical hours range from 15–40 per week, with peak-season opportunities.