Seasonal Tax Associate — Client-Facing, Training Provided

H&R Block, Inc.; Marion (IN); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to help clients gather information, prepare tax returns, and answer questions in person at a local tax office. No prior tax experience is required and training is provided to build skills and client relationships.

You will meet with clients, prepare returns with support from teammates, and identify opportunities to help clients. Strong communication and a client-first mindset are essential for success.

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.
• Comfort using digital tools and systems.

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 with guidance and resources.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service

Communication

Problem-solving

Digital tools

Education

High school diploma / GED

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to help clients gather information, prepare tax returns, and answer questions in person at a local tax office. No prior tax experience is required and training is provided to build skills and client relationships.

You will meet with clients, prepare returns with support from teammates, and identify opportunities to help clients. Strong communication and a client-first mindset are essential for success.