Tax Associate

Job Description

Tax Associate | H&R Block

The Tone:
This is a seasonal, in-person role at H&R Block, located in Fort Wayne, IN. For over 70 years, H&R Block has been a leader in the tax industry, providing help and inspiring confidence in clients and communities through human expertise blended with digital innovation. This role is foundational to their mission, directly engaging with clients to prepare accurate tax returns and offer essential financial guidance. As an early career associate, you will make a meaningful impact by building strong client relationships and contributing to a high-performing culture.

The TL;DR
• Role: Early Career
• Type: Seasonal
• Location: In-person Fort Wayne, IN
• Team: Local Tax Office Team, reporting to office leadership
• Mission: To prepare accurate tax returns and provide clear financial guidance to clients, solving their tax needs.
• Tech Stack: Digital tools and systems, AI based tools like Copilot and ChatGPT

What You’ll Actually Do
• Client Information Gathering: Meet with clients to collect necessary information and comprehend their tax situation.
• Tax Return Preparation: Prepare accurate and complete tax returns utilizing training and support from experienced colleagues.
• Client Education: Explain complex tax information clearly, providing understandable recommendations to clients.
• Savings Identification: Identify potential tax savings opportunities and suggest relevant products and services.
• Client Support & Problem Solving: Apply problem-solving skills to analyze client information, addressing unique situations and questions with available resources, while building strong client relationships.

The Must-Haves
• Background: Entry-Level. High school diploma/GED/equivalent. Successful completion of the H&R Block Income Tax Course is essential for this role.
• Experience: Prior experience interacting with customers or clients in a service-oriented environment.
• Skills: Strong communication skills, including the ability to explain information clearly and ask probing questions; problem-solving skills, including organizing information and identifying solutions; comfort using digital tools and systems, including AI tools like Copilot and ChatGPT.
• Bonus: A Bachelor’s degree in accounting, finance, or a related field; experience in client-facing or consultative roles such as financial advising or retail sales; proven ability to recommend solutions based on customer needs; availability to work 15–35 hours per week, with up to 40 hours during peak, including evenings and weekends.