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

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

Job summary

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office. You will gather client information, prepare tax returns with guidance, and answer questions while building client relationships and tax knowledge.

Training and support are provided from day one, and earnings occur at a competitive hourly rate with growth during peak periods. The role emphasizes strong customer service, clear communication, and the ability to identify savings opportunities for clients

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

Communication skills

Problem solving

Digital tools

High school diploma

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance, or related field

Job description

H&R Block, Inc. is seeking a seasonal Tax Associate to work in-person at a local tax office. You will gather client information, prepare tax returns with guidance, and answer questions while building client relationships and tax knowledge.

Training and support are provided from day one, and earnings occur at a competitive hourly rate with growth during peak periods. The role emphasizes strong customer service, clear communication, and the ability to identify savings opportunities for clients