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Job description
Tax Associate
As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. You'll earn a competitive hourly rate, with opportunities to increase your earnings as you build tax knowledge and grow in the role. This role is in-person at a local H&R Block tax office.
Responsibilities include:
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
Required qualifications include:
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
Preferred qualifications include:
Bachelor's degree in accounting, finance, or a related field
Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services
Experience asking questions and recommending solutions based on customer needs
Ability to work 15-35 hours per week, with availability up to 40 hours during peak periods
Availability to work evenings and weekends during tax season
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
Pay range for this position is $15.90 - $19.70/Hr.
Worksite address
itasca, IL, 60143, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.