Seasonal Tax Associate — Client Impact & Growth

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

Job summary

H&R Block in Waterloo, IA is seeking a Seasonal Tax Associate to start a career in tax and client services. No prior tax experience required; training and support start day one. This in-person role at a local tax office offers an hourly rate with potential to increase as you gain knowledge.

You will meet with clients, gather information, prepare returns with guidance, and explain tax concepts in a way clients understand. Work is 15–35 hours per week, with peak-season availability.

Qualifications

• Complete the H&R Block Income Tax Course.
• Experience in a customer service environment.
• Strong communication and ability to explain information clearly.
• Problem-solving with ability to organize information and find solutions.
• Comfort using 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 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 and a client-first approach.

Skills

Customer service

Clear communication

Problem solving

AI tools familiarity

Detail-oriented

Teamwork

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block in Waterloo, IA is seeking a Seasonal Tax Associate to start a career in tax and client services. No prior tax experience required; training and support start day one. This in-person role at a local tax office offers an hourly rate with potential to increase as you gain knowledge.

You will meet with clients, gather information, prepare returns with guidance, and explain tax concepts in a way clients understand. Work is 15–35 hours per week, with peak-season availability.