Seasonal Tax Associate — In-Person & Client-Focused

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

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate in Bloomington, IN to work in-person at a local tax office. No prior tax experience required; you’ll gain training from day one and work directly with clients to gather information and prepare returns.

You’ll meet with clients, prepare returns with guidance, explain tax information clearly, and identify savings opportunities while building client relationships and contributing to team goals during peak tax season.

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 / 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

AI tools

Customer interaction

Education

High school diploma or GED

Bachelor’s degree (preferred)

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate in Bloomington, IN to work in-person at a local tax office. No prior tax experience required; you’ll gain training from day one and work directly with clients to gather information and prepare returns.

You’ll meet with clients, prepare returns with guidance, explain tax information clearly, and identify savings opportunities while building client relationships and contributing to team goals during peak tax season.