Seasonal Tax Associate — Client-Focused, Paid Training

H&R Block, Inc.; Windsor Heights (IA); On-site; USD 21,000 - 34,000; Full time

Job summary

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

You will explain tax information clearly, identify potential tax savings, and help clients understand their options while building strong client relationships within a collaborative team environment.

Qualifications

• Experience in customer-facing service environments.
• Strong communication and listening skills.
• Problem solving with the ability to explain information clearly.

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 relevant products/services.
• Address questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Problem solving

Digital tools

AI tools (Copilot/ChatGPT)

Education

High school diploma / GED

Tools

Copilot

ChatGPT

Job description

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

You will explain tax information clearly, identify potential tax savings, and help clients understand their options while building strong client relationships within a collaborative team environment.