Seasonal Tax Associate: Client-Focused Tax Support (In-Person)

H&R Block, Inc.; West Lafayette (IN); On-site; USD 17,000 - 25,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Associate in Indiana. This in-person role involves meeting clients, gathering information, and preparing tax returns with guidance from experienced teammates. You will explain tax details clearly, identify savings opportunities, and support clients with a client-first approach.

No prior tax experience is required; training starts day one. Availability for evenings and weekends during tax season is expected.

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

Strong communication

Problem solving

Digital tools aptitude

Education

High school diploma / GED / equivalent

Bachelor’s degree (preferred) in accounting/finance/related

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate in Indiana. This in-person role involves meeting clients, gathering information, and preparing tax returns with guidance from experienced teammates. You will explain tax details clearly, identify savings opportunities, and support clients with a client-first approach.

No prior tax experience is required; training starts day one. Availability for evenings and weekends during tax season is expected.