Tax Associate

H&R Block; South Bend (IN); On-site; USD 2,066,000 - 3,031,000; Part time

Job summary

H&R Block is hiring a seasonal Tax Associate in an in-person office in Indiana. You will meet with clients to gather information, prepare tax returns, and explain tax concepts.

Training and support are provided from day one to help you build tax knowledge and client relationships. With a focus on quality and customer service, you will identify tax savings opportunities and recommend relevant products and services while collaborating with teammates to meet office priorities.

Qualifications

• Completion of the H&R Block Income Tax Course
• Experience in customer service or client-facing roles
• Excellent communication and ability to ask clarifying questions
• Proficiency with digital tools including AI-based assistants
• 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 recommendations
• Identify tax savings opportunities and relevant products/services
• Address questions or unique situations with guidance and resources
• Build strong client relationships and support office priorities through teamwork and client-first approach

Skills

Customer service

Communication

Problem solving

Digital tools

Education

High School Diploma or GED

Bachelor’s degree (preferred)

Tools

Copilot and ChatGPT

Job description

About The Role

As a seasonal

• 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

About The Role

As a seasonal Tax Associate at H&R Block, you’ll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. You’ll earn a competitive hourly rate, with opportunities to increase your earnings as you build tax knowledge and grow in the role. This role is in-person at a local H&R Block tax office.

• 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

Required Qualifications

• Successful completion of the H&R Block Income Tax Course1
• 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 included AI based tools like Copilot and ChatGPT
• High school diploma / GED/ equivalent

Preferred Qualifications

• Bachelor’s degree in accounting, finance, or a related field
• Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services
• Experience asking questions and recommending solutions based on customer needs
• Ability to work 15–35 hours per week, with availability up to 40 hours during peak periods
• Availability to work evenings and weekends during tax season

Why work for us

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

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