Seasonal Tax Associate - Client-Focused & Flexible Hours

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

Benefits offered by this job

Training provided

Job summary

H&R Block in Indiana is seeking a seasonal Tax Associate to begin a career in tax and client services with training from day one. This in-person role at a local tax office involves meeting clients, gathering information, and preparing returns with support from experienced teammates.

You’ll earn a competitive hourly rate and can increase earnings as you build tax knowledge and expertise, while delivering clear explanations and trusted service to clients during tax season.

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 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 experience

Strong communication skills

Problem solving

AI tools familiarity (Copilot/ChatGPT)

Education

High school diploma / GED

Bachelor’s degree in accounting/finance or related field

Tools

Copilot

ChatGPT

Job description

H&R Block in Indiana is seeking a seasonal Tax Associate to begin a career in tax and client services with training from day one. This in-person role at a local tax office involves meeting clients, gathering information, and preparing returns with support from experienced teammates.

You’ll earn a competitive hourly rate and can increase earnings as you build tax knowledge and expertise, while delivering clear explanations and trusted service to clients during tax season.