Seasonal Tax Associate - Learn Tax Prep & Client Services

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

Job summary

H&R Block in Indiana is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with day-one training and support. You will explain tax concepts clearly, identify savings opportunities, and recommend relevant services.

This in-person role emphasizes client relationships and collaborative teamwork to deliver accurate tax services. The position offers an hourly rate with opportunities to increase earnings as tax knowledge grows, with peak-season hours

Qualifications

• Experience interacting with customers in service-oriented environments.
• Strong communication, clear explanations, and needs assessment.
• Problem-solving and information organization to identify solutions.
• Comfort using digital tools and AI-based platforms (Copilot, ChatGPT).
• High school diploma or equivalent.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support.
• Explain tax information clearly and provide actionable recommendations.
• Identify tax savings opportunities and suitable products/services.
• Address questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities.

Skills

Customer service experience

Communication skills

Problem-solving

Digital tools literacy

Education

High school diploma / GED

Bachelor's degree in accounting or related field

Tools

Copilot

ChatGPT

Job description

H&R Block in Indiana is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with day-one training and support. You will explain tax concepts clearly, identify savings opportunities, and recommend relevant services.

This in-person role emphasizes client relationships and collaborative teamwork to deliver accurate tax services. The position offers an hourly rate with opportunities to increase earnings as tax knowledge grows, with peak-season hours