Seasonal Tax Associate: Client-Focused & Growth-Ready

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 work at a local tax office in Indiana. You’ll meet with clients to gather information, prepare tax returns, and answer questions with training and support from day one.

The role emphasizes delivering clear tax guidance, identifying savings opportunities, and helping clients while building strong relationships in a collaborative, in-person work environment.

Qualifications

• High school diploma or GED required.
• Experience 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 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

Communication skills

Problem solving

AI tools familiarity

Education

High school diploma / GED

Bachelor’s degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to work at a local tax office in Indiana. You’ll meet with clients to gather information, prepare tax returns, and answer questions with training and support from day one.

The role emphasizes delivering clear tax guidance, identifying savings opportunities, and helping clients while building strong relationships in a collaborative, in-person work environment.