Seasonal Tax Associate — Client-Focused & Flexible

H&R Block; Clinton (IA); On-site; USD 19,000 - 30,000; Part time

Job summary

H&R Block is hiring a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with day-one support from experienced teammates. You will explain tax concepts clearly and identify potential savings opportunities while building client relationships.

This in-person role offers an hourly wage with opportunities to grow tax knowledge during peak periods. Prior tax experience is not required; training is provided.

Qualifications

• Successful completion of the H&R Block Income Tax Course
• Experience interacting with customers 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

Attention to detail

Education

High school diploma or GED

H&R Block Income Tax Course

Bachelor's degree in accounting or related field

Tools

AI tools (Copilot, ChatGPT)

Job description

H&R Block is hiring a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with day-one support from experienced teammates. You will explain tax concepts clearly and identify potential savings opportunities while building client relationships.

This in-person role offers an hourly wage with opportunities to grow tax knowledge during peak periods. Prior tax experience is not required; training is provided.