Seasonal Tax Associate - Client-Focused & In-Person

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

Job summary

H&R Block is seeking a Seasonal Tax Associate for an in-person tax-office role. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. You’ll explain tax details clearly and identify savings opportunities while building strong client relationships.

No prior tax experience is required; training starts Day 1 and you’ll earn a competitive hourly rate with opportunities to grow knowledge and earnings during peak periods.

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.
• Problem-solving skills, including organizing information and identifying solutions.
• Comfort using digital tools and systems including AI-based tools like Copilot and ChatGPT.
• Successful completion of the H&R Block Income Tax Course.

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

Clear communication

Problem-solving

Digital tools familiarity

Education

High school diploma / GED

H&R Block Income Tax Course

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate for an in-person tax-office role. You will meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. You’ll explain tax details clearly and identify savings opportunities while building strong client relationships.

No prior tax experience is required; training starts Day 1 and you’ll earn a competitive hourly rate with opportunities to grow knowledge and earnings during peak periods.