Seasonal Tax Associate — Client-Focused Returns

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

Job summary

H&R Block, Inc. in Waterloo, Iowa is looking for a seasonal Tax Associate to join a local tax office.

You’ll begin a career in tax and client services, with training and support from day one, working directly with clients to gather information, prepare returns, and answer questions while building client relationships. You’ll meet with clients, explain tax information clearly, identify savings opportunities, and grow in the role as tax knowledge expands, with earnings increasing during peak

Qualifications

• 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

AI tools familiarity

Tech aptitude

Education

High school diploma / GED

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

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. in Waterloo, Iowa is looking for a seasonal Tax Associate to join a local tax office.

You’ll begin a career in tax and client services, with training and support from day one, working directly with clients to gather information, prepare returns, and answer questions while building client relationships. You’ll meet with clients, explain tax information clearly, identify savings opportunities, and grow in the role as tax knowledge expands, with earnings increasing during peak