Seasonal Tax Associate — Training & Client Impact

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

Job summary

H&R Block seasonal Tax Associate role is in-person at a local tax office, starting with training and support from day one. You’ll meet clients, gather information, and prepare tax returns while explaining tax concepts clearly and confidently. The job offers an hourly rate with potential to earn more as tax knowledge grows.

No prior tax experience is required, and you’ll work with experienced teammates to develop skills and build lasting client relationships during the tax season.

Qualifications

• Successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
• 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

Clear communication

Problem solving

Ask questions to understand needs

AI tool familiarity (Copilot/ChatGPT)

Education

High school diploma / GED

Bachelor’s degree in accounting/finance/related field

Tools

Copilot

ChatGPT

Job description

H&R Block seasonal Tax Associate role is in-person at a local tax office, starting with training and support from day one. You’ll meet clients, gather information, and prepare tax returns while explaining tax concepts clearly and confidently. The job offers an hourly rate with potential to earn more as tax knowledge grows.

No prior tax experience is required, and you’ll work with experienced teammates to develop skills and build lasting client relationships during the tax season.