Seasonal Tax Associate: Learn Tax, Help Clients

H&R Block; Lowell (IN); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block is hiring a seasonal Tax Associate in Indiana. You’ll meet with clients to gather information, prepare tax returns with support from teammates, and explain tax details in clear terms.

You’ll identify savings opportunities and recommend related products, applying problem-solving skills with available resources. In-person at a local H&R Block office, you’ll build relationships with clients and support office goals.

Qualifications

• Experience interacting with customers in a service-oriented environment.
• Ability to explain information clearly and ask questions to understand needs.
• Comfort using digital tools and AI-based tools provided in training.

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 clients can understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Address questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Strong communication

Problem-solving

Digital tools

Education

High school diploma

GED/equivalent

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate in Indiana. You’ll meet with clients to gather information, prepare tax returns with support from teammates, and explain tax details in clear terms.

You’ll identify savings opportunities and recommend related products, applying problem-solving skills with available resources. In-person at a local H&R Block office, you’ll build relationships with clients and support office goals.