Seasonal Tax Associate — Client Services

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

Job summary

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather necessary information, and prepare complete tax returns with guidance from experienced teammates. You will explain tax information clearly and help clients understand their options while identifying potential savings opportunities.

This in-person role at a local H&R Block tax office provides training and support from day one, with opportunities to increase earnings as tax knowledge grows.

Qualifications

• Successful completion of the H&R Block Income Tax Course or equivalent tax training.
• 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 or 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

Tax course

Customer service

Communication

Problem solving

Digital tools

Education

High school diploma / GED

Bachelor’s degree

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate to meet with clients, gather necessary information, and prepare complete tax returns with guidance from experienced teammates. You will explain tax information clearly and help clients understand their options while identifying potential savings opportunities.

This in-person role at a local H&R Block tax office provides training and support from day one, with opportunities to increase earnings as tax knowledge grows.