Seasonal Tax Associate — Learn, Prepare Returns, Help Clients

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

Job summary

H&R Block is seeking a Seasonal Tax Associate in Indiana to join a local tax office. You'll meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. This in-person role emphasizes client service and building relationships.

You don't need prior tax experience; training provided. You'll earn an hourly rate and have opportunities to increase earnings as your tax knowledge grows, with availability for peak-season hours including evenings

Qualifications

• Successful completion of the H&R Block Income Tax Course
• Experience interacting with customers 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
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Skills

Customer service

Communication skills

Problem solving

Digital literacy

Teamwork

Education

High school diploma / GED

Tools

Copilot / ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate in Indiana to join a local tax office. You'll meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. This in-person role emphasizes client service and building relationships.

You don't need prior tax experience; training provided. You'll earn an hourly rate and have opportunities to increase earnings as your tax knowledge grows, with availability for peak-season hours including evenings