Seasonal Tax Associate: In-Person Training & Growth

H&R Block, Inc.; Marengo (IA); On-site; USD 21,000 - 30,000; Part time

Job summary

H&R Block, Inc. seeks a seasonal Tax Associate to join our local tax office in person. You will gather client information, prepare returns, and answer questions with training and support from teammates. The role offers an opportunity to build tax knowledge while earning an hourly wage.

No prior tax experience is required, and you will work directly with clients, explaining tax information clearly and identifying savings opportunities. Availability for peak periods and weekends is preferred.

Qualifications

• Completed HR Block Income Tax Course or equivalent
• Experience interacting with customers in service environments
• Strong communication—explain clearly and ask questions to understand needs
• Problem-solving—organize information and identify solutions
• Comfort using digital tools including AI-based tools like Copilot and ChatGPT
• High school diploma or 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 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 client-first approach

Skills

HR Block Tax Course

Customer service experience

Strong communication

Problem solving

AI tools familiarity

High school diploma

Education

Bachelor’s degree in accounting/finance/related field

Job description

H&R Block, Inc. seeks a seasonal Tax Associate to join our local tax office in person. You will gather client information, prepare returns, and answer questions with training and support from teammates. The role offers an opportunity to build tax knowledge while earning an hourly wage.

No prior tax experience is required, and you will work directly with clients, explaining tax information clearly and identifying savings opportunities. Availability for peak periods and weekends is preferred.