Seasonal Tax Associate — Client-First Tax Prep

H&R Block; Marengo (IA); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, collect information, and prepare tax returns with training and support from experienced teammates.

You’ll explain tax information clearly, identify savings opportunities, and build strong client relationships. Expect an hourly rate with potential to increase earnings as you gain tax knowledge, with peak-period/weekend availability.

Qualifications

• Successful completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
• 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

Customer service

Communication

Problem solving

Digital tools

Education

High school diploma or GED

H&R Block Income Tax Course

Bachelor’s degree (preferred) in accounting/finance

Tools

Copilot/ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, collect information, and prepare tax returns with training and support from experienced teammates.

You’ll explain tax information clearly, identify savings opportunities, and build strong client relationships. Expect an hourly rate with potential to increase earnings as you gain tax knowledge, with peak-period/weekend availability.