Seasonal Tax Associate: Client-First & Training Support

H&R Block, Inc.; Sheldon (IA); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block, Inc. seeks a Seasonal Tax Associate to work in-person at a local tax office in the United States. You’ll meet with clients, gather information, and prepare tax returns with training from experienced teammates.

You’ll explain tax information clearly and identify savings opportunities to recommend products and services. No prior tax experience is required; comprehensive training and ongoing support help you build tax knowledge and client relationships.

Qualifications

• Successful completion of the HR Block Income Tax Course 1.
• 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

Communication

Customer service

Problem solving

Digital tools

AI tools

Education

High school diploma / GED

Bachelor’s degree in accounting, finance, or related field

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. seeks a Seasonal Tax Associate to work in-person at a local tax office in the United States. You’ll meet with clients, gather information, and prepare tax returns with training from experienced teammates.

You’ll explain tax information clearly and identify savings opportunities to recommend products and services. No prior tax experience is required; comprehensive training and ongoing support help you build tax knowledge and client relationships.