Seasonal Tax Associate — Client‑Facing, Training‑Backed

H&R Block; Waverly (IA); On-site; USD 22,000 - 30,000; Part time

Job summary

H&R Block is hiring a seasonal Tax Associate in Iowa to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. You’ll explain tax information clearly, identify savings opportunities, and address client questions while building strong client relationships.

The role is in-person at a local H&R Block tax office with a competitive hourly rate and opportunities to grow as you build tax knowledge and expertise.

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

Tax course

Customer service

Communication

Problem solving

AI tools

High school diploma

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or finance

Job description

H&R Block is hiring a seasonal Tax Associate in Iowa to meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. You’ll explain tax information clearly, identify savings opportunities, and address client questions while building strong client relationships.

The role is in-person at a local H&R Block tax office with a competitive hourly rate and opportunities to grow as you build tax knowledge and expertise.