Seasonal Tax Associate: Client-Focused Tax Prep

H&R Block, Inc.; Valparaiso (IN); On-site; USD 17,000 - 28,000; Part time

Benefits offered by this job

Training provided

Competitive hourly pay

Job summary

H&R Block is seeking a seasonal Tax Associate to begin a career in tax and client services. You will work in-person at a local tax office, meet with clients to gather information, prepare returns, and answer questions with training and support from experienced teammates.

No prior tax experience required; you will earn a competitive hourly rate and have opportunities to increase earnings as you build tax knowledge. The role emphasizes client relationships and a client-first approach.

Qualifications

• High school diploma or GED required.
• Experience interacting with customers in a service-oriented environment.
• Strong communication and problem-solving skills.
• Familiarity with digital tools including AI 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 experience

Communication skills

Problem-solving

AI tools familiarity

Education

High school diploma or GED

Bachelor's degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to begin a career in tax and client services. You will work in-person at a local tax office, meet with clients to gather information, prepare returns, and answer questions with training and support from experienced teammates.

No prior tax experience required; you will earn a competitive hourly rate and have opportunities to increase earnings as you build tax knowledge. The role emphasizes client relationships and a client-first approach.