Seasonal Tax Associate: Hands-On Training & Client Impact

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

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate to work in a local office. You will meet with clients, gather tax information, and prepare tax returns with guidance from experienced teammates.

Training and support are provided from day one, with advancement opportunities as you build tax knowledge. Role is in-person at a local H&R Block tax office, with an emphasis on client service, clear explanations, and identifying potential tax savings.

Qualifications

• Successful 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 / 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 an understandable way
• 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

Client service experience

Communication skills

Problem solving

AI tools familiarity

High school diploma

Education

High school diploma

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

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate to work in a local office. You will meet with clients, gather tax information, and prepare tax returns with guidance from experienced teammates.

Training and support are provided from day one, with advancement opportunities as you build tax knowledge. Role is in-person at a local H&R Block tax office, with an emphasis on client service, clear explanations, and identifying potential tax savings.