Seasonal Tax Associate: Client-Facing & Training-Driven

H&R Block, Inc.; Toledo (IA); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate for in-person service at a local tax office. You will gather client information, prepare returns with training, and explain tax details while building client relationships. No prior tax experience required; training provided.

Position offers an hourly rate with opportunities to increase earnings as tax knowledge grows. Availability includes evenings and weekends during peak tax season.

Qualifications

• Experience interacting with customers in a service-oriented environment.
• Strong communication skills with ability to explain information clearly.
• Problem-solving skills including organizing information and finding solutions.
• Comfort using digital tools and systems, including AI-based tools like Copilot and ChatGPT.
• High school diploma, GED, 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 recommend products/services.
• Address client questions and unique situations with guidance.
• Build strong client relationships and support office priorities.

Skills

Customer service experience

Strong communication

Problem solving

Digital tools (AI)

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate for in-person service at a local tax office. You will gather client information, prepare returns with training, and explain tax details while building client relationships. No prior tax experience required; training provided.

Position offers an hourly rate with opportunities to increase earnings as tax knowledge grows. Availability includes evenings and weekends during peak tax season.