Seasonal Tax Associate - Client-Focused, In-Person Training

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

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to gather information, prepare tax returns, and answer questions for clients at a local tax office. You will earn a competitive hourly rate and have opportunities to increase earnings as tax knowledge grows, with training and support from day one.

Meet with clients, prepare returns with guidance, and explain tax information clearly while building strong client relationships in a collaborative, client-first environment.

Qualifications

• Completed the H&R Block Income Tax Course.
• Experience interacting with customers in a service role.
• Strong communication and ability to ask questions to understand needs.
• Problem-solving and organizing information.
• Comfort using digital tools and AI-based tools like Copilot and ChatGPT.
• High school diploma or GED.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support.
• Explain tax information clearly and provide client-ready recommendations.
• Identify tax savings opportunities and relevant products/services.
• Analyze client information and address questions with guidance.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service experience

Communication skills

Problem-solving

Digital tools & AI (Copilot, ChatGPT)

Education

High school diploma or GED

H&R Block Income Tax Course

Bachelor's degree in accounting/finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to gather information, prepare tax returns, and answer questions for clients at a local tax office. You will earn a competitive hourly rate and have opportunities to increase earnings as tax knowledge grows, with training and support from day one.

Meet with clients, prepare returns with guidance, and explain tax information clearly while building strong client relationships in a collaborative, client-first environment.