Seasonal Tax Associate: Client-Focused Tax Prep & Training

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

Job summary

H&R Block is hiring a seasonal Tax Associate to work in-person at a local tax office. You’ll gather client information, prepare returns with training, and explain tax details clearly to clients.

No prior tax experience is required, and you can earn a competitive hourly rate as you grow tax knowledge. Meetings with clients, identifying savings opportunities, and collaborating with teammates are key parts of the role.

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 experience

Communication skills

Problem solving

Digital tools proficiency

Education

High school diploma or equivalent

Bachelor’s degree in accounting/finance or related field

Job description

H&R Block is hiring a seasonal Tax Associate to work in-person at a local tax office. You’ll gather client information, prepare returns with training, and explain tax details clearly to clients.

No prior tax experience is required, and you can earn a competitive hourly rate as you grow tax knowledge. Meetings with clients, identifying savings opportunities, and collaborating with teammates are key parts of the role.