Seasonal Tax Associate - Client-Facing & Training

H&R Block, Inc.; Whiting (IN); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with training and support.

The role emphasizes clear explanations, identifying tax savings, and building strong client relationships in a collaborative team setting. You will receive training, earn an hourly rate, and have opportunities to increase earnings as tax knowledge grows.

Qualifications

• Completed the H&R Block Income Tax Course (1)
• Experience interacting with customers 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

Strong communication

Problem solving

AI tools familiarity (Copilot, ChatGPT

Education

Bachelor's degree in accounting/finance/related field

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with training and support.

The role emphasizes clear explanations, identifying tax savings, and building strong client relationships in a collaborative team setting. You will receive training, earn an hourly rate, and have opportunities to increase earnings as tax knowledge grows.