Seasonal Tax Associate: Client-Focused Tax Prep & Training

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

Job summary

H&R Block is seeking a seasonal Tax Associate to start a career in tax and client services with training from day one. The role is in-person at a local H&R Block tax office, meeting with clients to gather information, prepare returns, and explain tax details.

No prior tax experience required. Availability 15–35 hours per week, with up to 40 hours at peak periods; evenings and weekends during tax season. Competitive hourly pay with opportunities to increase earnings as tax knowledge grows.

Qualifications

• Completion of the H&R Block Income Tax Course 1.
• 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 experience

Strong communication

Problem solving

Digital tools familiarity

Education

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to start a career in tax and client services with training from day one. The role is in-person at a local H&R Block tax office, meeting with clients to gather information, prepare returns, and explain tax details.

No prior tax experience required. Availability 15–35 hours per week, with up to 40 hours at peak periods; evenings and weekends during tax season. Competitive hourly pay with opportunities to increase earnings as tax knowledge grows.