Seasonal Tax Associate: Client-Focused Tax Prep and Guidance

H&R Block; LaGrange (IN); On-site; USD 19,000 - 28,000; Full time

Job summary

H&R Block in Indiana is seeking a seasonal Tax Associate to work with clients, gather information, and prepare tax returns with training and support from experienced teammates. You’ll learn tax basics on day one and earn an hourly rate while building client relationships in person at a local office.

No prior tax experience is required; you’ll have training, opportunities to grow knowledge, and the role emphasizes helping clients, identifying savings, and using modern tools.

Qualifications

• Successful completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service-oriented environment.
• Strong communication and the ability to explain information clearly.
• Problem-solving skills with the ability to organize information and identify solutions.
• Comfort using digital tools and 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

Communication skills

Problem-solving

Customer service experience

Digital tools familiarity (AI)

Attention to detail

Education

High school diploma / GED / equivalent

H&R Block Income Tax Course

Bachelor’s degree in accounting or finance

Tools

Copilot

ChatGPT

Job description

H&R Block in Indiana is seeking a seasonal Tax Associate to work with clients, gather information, and prepare tax returns with training and support from experienced teammates. You’ll learn tax basics on day one and earn an hourly rate while building client relationships in person at a local office.

No prior tax experience is required; you’ll have training, opportunities to grow knowledge, and the role emphasizes helping clients, identifying savings, and using modern tools.