Seasonal Tax Associate: Client-Focused Tax Returns Training

H&R Block; Wilton (IA); On-site; USD 19,000 - 33,000; Full time

Job summary

H&R Block is hiring a seasonal Tax Associate to begin a career in tax and client services. No prior tax experience is required, as training and support start day one.

You will meet clients in person at a local tax office, gather information, prepare returns, and answer questions while building valuable skills and relationships. The role offers an hourly rate with opportunities to increase earnings as you grow tax knowledge.

Qualifications

• Experience in service-oriented environments.
• Ability to explain information clearly and ask questions to understand needs.
• Completion of the H&R Block Income Tax Course is required.
• Proficiency with digital tools and AI-assisted work.

Responsibilities

• Meet with clients to gather tax information and understand their situation.
• Prepare complete and accurate tax returns with guidance from teammates.
• Explain tax information clearly and provide recommendations.
• Identify tax savings opportunities and relevant product recommendations.
• Address client questions using available resources and problem-solving.
• Support office priorities through teamwork and client-first service.

Skills

Customer service

Communication skills

Problem-solving

Needs assessment

Comfort with digital tools

Education

High school diploma or equivalent

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is hiring a seasonal Tax Associate to begin a career in tax and client services. No prior tax experience is required, as training and support start day one.

You will meet clients in person at a local tax office, gather information, prepare returns, and answer questions while building valuable skills and relationships. The role offers an hourly rate with opportunities to increase earnings as you grow tax knowledge.