Seasonal Tax Associate — Training & Client Impact

H&R Block, Inc.; Westfield (IN); On-site; USD 22,000 - 30,000; Part time

Job summary

H&R Block, Inc. in Indiana is seeking a Seasonal Tax Associate to help clients prepare returns and identify savings opportunities. You'll meet with clients, gather information, and complete tax returns with training from experienced teammates.

This in-person role offers a competitive hourly rate, flexible hours (15–35 per week, up to 40 during peak periods), and training support. You’ll build client relationships and learn tax concepts while contributing to a collaborative office team.

Qualifications

• Completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
• Experience interacting with customers in a service environment.
• Strong communication skills for explaining information clearly.
• Problem-solving and ability to organize information.
• Comfort using digital tools including AI-based tools.

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 recommendations clients understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Use problem-solving to analyze client information and address questions with guidance.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Problem solving

AI tools (Copilot/ChatGPT)

Education

High school diploma / GED/ equivalent

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

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. in Indiana is seeking a Seasonal Tax Associate to help clients prepare returns and identify savings opportunities. You'll meet with clients, gather information, and complete tax returns with training from experienced teammates.

This in-person role offers a competitive hourly rate, flexible hours (15–35 per week, up to 40 during peak periods), and training support. You’ll build client relationships and learn tax concepts while contributing to a collaborative office team.