Seasonal Tax Associate — Client-Focused Tax Prep & Training

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

Job summary

H&R Block in Iowa 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, while explaining tax concepts and identifying savings opportunities. No prior tax experience is required.

You will build client relationships, contribute to team priorities, and benefit from training, support, and a competitive hourly rate with opportunities to increase earnings as tax knowledge grows.

Qualifications

• Requires completion of the H&R Block Income Tax Course.
• Experience interacting with customers or clients 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 or 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 and a client-first approach.

Skills

Customer service

Communication

Problem solving

Digital tools (AI)

High school diploma

Education

High school diploma / GED

Bachelor's degree in accounting/finance

Job description

H&R Block in Iowa 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, while explaining tax concepts and identifying savings opportunities. No prior tax experience is required.

You will build client relationships, contribute to team priorities, and benefit from training, support, and a competitive hourly rate with opportunities to increase earnings as tax knowledge grows.