Seasonal Tax Associate: Client-Focused & Training-Driven

H&R Block; Sheldon (IA); On-site; USD 2,066,000 - 3,031,000; Part time

Job summary

H&R Block in Iowa is seeking a Seasonal Tax Associate to start a career in tax and client services with training from day one. You’ll meet with clients, gather information, and help prepare returns in a supportive, in-person office setting.

No prior tax experience is required; you’ll develop expertise through guidance from experienced teammates and learning resources, while building strong client relationships and contributing to office priorities.

Qualifications

• Completion of the H&R Block Income Tax Course.
• ,
• Experience in customer-facing service environments.
• Strong communication to explain tax information clearly.
• Problem-solving with organized information.
• Comfort using AI-based tools such as Copilot and ChatGPT.
• High school diploma or GED.

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 clients can understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information and address questions with guidance.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Problem solving

Digital tools (AI)

Education

High school diploma

Bachelor’s degree (preferred) in accounting/finance or related

Tools

Copilot

ChatGPT

Job description

H&R Block in Iowa is seeking a Seasonal Tax Associate to start a career in tax and client services with training from day one. You’ll meet with clients, gather information, and help prepare returns in a supportive, in-person office setting.

No prior tax experience is required; you’ll develop expertise through guidance from experienced teammates and learning resources, while building strong client relationships and contributing to office priorities.