Seasonal Tax Associate - Client-Focused, Training Included

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

Job summary

H&R Block is seeking a seasonal Tax Associate for on-site work at a local tax office. You will meet with clients, gather information, and prepare tax returns with training from experienced teammates. You’ll explain tax information clearly, identify savings opportunities, and address questions using available resources.

The role emphasizes client relationships, teamwork, and a client-first approach, with opportunities to grow tax knowledge and earnings during peak periods.

Qualifications

• High school diploma or equivalent required; customer-facing experience preferred.
• Experience in service-oriented environments and strong communication skills.
• Ability to explain tax information clearly and ask clarifying questions.
• Comfort using digital tools and AI-based assistants.
• Willingness to learn and grow in tax knowledge with training provided.

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 for clients.
• Identify tax savings opportunities and relevant products/services.
• Address questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork.

Skills

Customer service

Communication

Problem solving

Digital literacy

Attention to detail

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Associate for on-site work at a local tax office. You will meet with clients, gather information, and prepare tax returns with training from experienced teammates. You’ll explain tax information clearly, identify savings opportunities, and address questions using available resources.

The role emphasizes client relationships, teamwork, and a client-first approach, with opportunities to grow tax knowledge and earnings during peak periods.