Seasonal Tax Associate: Training & Client Care

H&R Block; Bedford (IN); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block in Indiana is seeking a seasonal Tax Associate to help clients gather information and prepare tax returns under guidance. You will learn tax basics, work with a supportive team, and earn a competitive hourly rate as you build knowledge and skills.

This in-person role emphasizes client service, problem solving, and product recommendations, with training from day one and opportunities to grow within the role and firm.

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

Communication

Problem-solving

Digital tools

Needs assessment

Education

High school diploma / GED/ equivalent

Bachelor’s degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block in Indiana is seeking a seasonal Tax Associate to help clients gather information and prepare tax returns under guidance. You will learn tax basics, work with a supportive team, and earn a competitive hourly rate as you build knowledge and skills.

This in-person role emphasizes client service, problem solving, and product recommendations, with training from day one and opportunities to grow within the role and firm.