Seasonal Tax Associate — Client-Focused Tax Prep

H&R Block; Marshalltown (IA); Presencial; USD 21.000 - 34.000; A tiempo parcial

Descripción de la vacante

H&R Block in Marshalltown, IA is seeking a seasonal Tax Associate to work directly with clients, gather information, and prepare tax returns with training from experienced teammates.

You will explain tax concepts clearly, provide recommendations in plain language, and identify tax savings opportunities alongside available products and services.

This in-person role emphasizes teamwork, client-first service, and relationship building to support busy tax seasons and office priorities.

Formación

• High school diploma or GED or equivalent.
• 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.

Responsabilidades

• 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.

Conocimientos

Customer service

Communication

Problem solving

Teamwork

AI tools

Educación

High school diploma

GED

Equivalent

Bachelor's degree

Herramientas

Copilot

ChatGPT

Descripción del empleo

H&R Block in Marshalltown, IA is seeking a seasonal Tax Associate to work directly with clients, gather information, and prepare tax returns with training from experienced teammates.

You will explain tax concepts clearly, provide recommendations in plain language, and identify tax savings opportunities alongside available products and services.

This in-person role emphasizes teamwork, client-first service, and relationship building to support busy tax seasons and office priorities.