Seasonal Tax Associate — Client-Focused, Training-Backed

H&R Block; South Bend (IN); On-site; USD 2,066,000 - 3,031,000; Part time

Job summary

H&R Block is hiring a seasonal Tax Associate in an in-person office in Indiana. You will meet with clients to gather information, prepare tax returns, and explain tax concepts.

Training and support are provided from day one to help you build tax knowledge and client relationships. With a focus on quality and customer service, you will identify tax savings opportunities and recommend relevant products and services while collaborating with teammates to meet office priorities.

Qualifications

• Completion of the H&R Block Income Tax Course
• Experience in customer service or client-facing roles
• Excellent communication and ability to ask clarifying questions
• Proficiency with digital tools including AI-based assistants
• High school diploma or equivalent

Responsibilities

• Meet with clients to gather information and understand their tax situation
• Prepare complete and accurate tax returns with training and support
• Explain tax information clearly and provide recommendations
• Identify tax savings opportunities and relevant products/services
• Address questions or unique situations with guidance and resources
• Build strong client relationships and support office priorities through teamwork and client-first approach

Skills

Customer service

Communication

Problem solving

Digital tools

Education

High School Diploma or GED

Bachelor’s degree (preferred)

Tools

Copilot and ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate in an in-person office in Indiana. You will meet with clients to gather information, prepare tax returns, and explain tax concepts.

Training and support are provided from day one to help you build tax knowledge and client relationships. With a focus on quality and customer service, you will identify tax savings opportunities and recommend relevant products and services while collaborating with teammates to meet office priorities.