Seasonal Tax Associate: Learn, Help Clients, Grow

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

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 to gather information, prepare tax returns with training, and explain tax concepts clearly.

With day-one training and support from experienced teammates, you’ll learn to identify savings opportunities and recommend services while building strong client relationships. Availability during tax season, including evenings and weekends, is helpful.

Qualifications

• Successful completion of the H&R Block Income Tax Course
• 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 experience

Communication skills

Problem-solving

AI tools familiarity

Client questions understanding

Education

High school diploma / GED / equivalent

Income Tax Course completion

Bachelor's degree (preferred)

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 to gather information, prepare tax returns with training, and explain tax concepts clearly.

With day-one training and support from experienced teammates, you’ll learn to identify savings opportunities and recommend services while building strong client relationships. Availability during tax season, including evenings and weekends, is helpful.