Seasonal Tax Associate: In-Office, Client-Focused

H&R Block, Inc.

Newburgh (IN)

On-site

USD 21,000 - 30,000

Full time

14 days+

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Job summary

H&R Block, Inc. in Newburgh, Indiana, is seeking a Seasonal Tax Associate to join our local tax office. You will meet with clients, gather information, prepare tax returns with training from experienced teammates, and explain tax concepts clearly.

No prior tax experience is required; we provide training and support from day one. This in-person role offers an hourly pay rate with opportunities to earn more as you build knowledge, and it emphasizes client service, teamwork, and a client-first

Qualifications

  • Successful completion of the H&R Block Income Tax Course 1.
  • 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 or 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
Communication skills
Problem solving
AI tools familiarity

Education

High school diploma or GED
Bachelor's degree (preferred in accounting/finance)

Tools

Copilot
ChatGPT

Job description

H&R Block, Inc. in Newburgh, Indiana, is seeking a Seasonal Tax Associate to join our local tax office. You will meet with clients, gather information, prepare tax returns with training from experienced teammates, and explain tax concepts clearly.

No prior tax experience is required; we provide training and support from day one. This in-person role offers an hourly pay rate with opportunities to earn more as you build knowledge, and it emphasizes client service, teamwork, and a client-first

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