Seasonal Tax Associate — Client-Focused Tax Prep

H&R Block, Inc.; Westfield (IN); On-site; USD 23,000 - 32,000; Part time

Job summary

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

No prior tax experience is required, and you will earn a competitive hourly rate while building tax knowledge and client relationships. You will explain tax information clearly, identify savings opportunities, and collaborate with teammates to support office priorities and provide excellent client service during tax

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 included 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 experience

Communication skills

Problem solving

Digital tools (AI)

Education

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

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

No prior tax experience is required, and you will earn a competitive hourly rate while building tax knowledge and client relationships. You will explain tax information clearly, identify savings opportunities, and collaborate with teammates to support office priorities and provide excellent client service during tax