Seasonal Tax Associate — Client-Focused & Training-Driven

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

Job summary

H&R Block in Bloomington, IN is seeking a seasonal Tax Associate to meet with clients, gather tax information, and prepare returns with training from experienced teammates. You’ll earn a competitive hourly rate and gain valuable client-service skills in a local office during peak tax season.

No prior tax experience is required; you’ll receive training and support from day one while building relationships with clients and colleagues in a team-driven environment.

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

Communication

Problem solving

Attention to detail

Teamwork

Education

High school diploma or equivalent

Bachelor’s degree in accounting or finance (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block in Bloomington, IN is seeking a seasonal Tax Associate to meet with clients, gather tax information, and prepare returns with training from experienced teammates. You’ll earn a competitive hourly rate and gain valuable client-service skills in a local office during peak tax season.

No prior tax experience is required; you’ll receive training and support from day one while building relationships with clients and colleagues in a team-driven environment.