Seasonal Tax Associate - Client-Focused Returns

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

Job summary

H&R Block in the United States is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training provided. You will explain tax concepts clearly and identify potential savings opportunities while building strong client relationships.

The role is in-person at a local H&R Block office and offers competitive hourly pay with opportunities to grow tax knowledge. No prior tax experience is required; training starts day one and supports advancement as

Qualifications

• High school diploma or GED required; additional degree helpful.
• Experience in customer service or client-facing roles preferred.
• Strong communication and ability to explain tax concepts clearly.
• Problem-solving skills and ability to organize information.
• Comfort with AI-based tools like Copilot and ChatGPT.

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 recommend products and services.
• Apply problem-solving skills to analyze client information and address questions.
• Build strong client relationships and support office priorities through teamwork.

Skills

Communication

Customer service

Problem solving

AI tools familiarity

Education

High school diploma or GED

Bachelor's degree in accounting/finance/related

Tools

Copilot

ChatGPT

Job description

H&R Block in the United States is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with training provided. You will explain tax concepts clearly and identify potential savings opportunities while building strong client relationships.

The role is in-person at a local H&R Block office and offers competitive hourly pay with opportunities to grow tax knowledge. No prior tax experience is required; training starts day one and supports advancement as