Seasonal Tax Associate: Client-Focused, Training-Driven

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

Job summary

H&R Block, Inc. in Portage, Indiana, is seeking a seasonal Tax Associate to help clients with tax returns. You’ll receive training from day one, work in-person at a local tax office, gather information, prepare returns, and answer questions while building client relationships and tax knowledge.

No prior tax experience required. You’ll meet clients, identify savings opportunities, explain tax information clearly, and support office priorities through teamwork.

Qualifications

• Completion of HR Block Income Tax Course (or equivalent).
• Experience in customer-facing roles.
• Strong communication and explanation skills.
• Ability to solve problems and organize information.
• Comfort using digital tools and AI-assisted systems.

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 suggest relevant products.
• Address questions or unique situations with guidance and resources.
• Collaborate with team to support office priorities and client needs.

Skills

Customer service

Communication

Problem solving

Digital tools

Education

High school diploma or GED

Bachelor's degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. in Portage, Indiana, is seeking a seasonal Tax Associate to help clients with tax returns. You’ll receive training from day one, work in-person at a local tax office, gather information, prepare returns, and answer questions while building client relationships and tax knowledge.

No prior tax experience required. You’ll meet clients, identify savings opportunities, explain tax information clearly, and support office priorities through teamwork.