Seasonal Tax Associate: Learn, Grow, Help Clients

H&R Block, Inc.; Bargersville (IN); On-site; USD 25,000 - 34,000; Full time

Benefits offered by this job

Competitive pay

Benefits package

Job summary

H&R Block is hiring a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with day-one support. You will explain tax information clearly and offer recommendations, while identifying potential tax savings for clients and growing your tax knowledge.

Training is provided; prior tax experience is not required. The role emphasizes client service, teamwork, and building relationships throughout the tax season, with

Qualifications

• Completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service environment.
• Strong communication skills and ability to ask questions to understand needs.
• Comfort using digital tools and AI-based systems including Copilot and ChatGPT.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support from teammates.
• Explain tax information clearly and provide client-friendly recommendations.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem‑solving skills to analyze client information with guidance and resources.
• Build strong client relationships and support office priorities through teamwork and a client-first approach.

Skills

Customer service

Communication

Problem solving

AI tools familiarity

Education

H&R Block Income Tax Course

High school diploma / GED

Bachelor’s degree in accounting or related field

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with day-one support. You will explain tax information clearly and offer recommendations, while identifying potential tax savings for clients and growing your tax knowledge.

Training is provided; prior tax experience is not required. The role emphasizes client service, teamwork, and building relationships throughout the tax season, with