Seasonal Tax Associate - Learn, Earn, In-Person

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

Job summary

H&R Block in Marshalltown, IA is seeking a Seasonal Tax Associate to gain tax and client-services experience. You'll gather information, prepare basic returns with training, and help clients understand tax results in a friendly, supportive office setting.

Work is in-person at a local tax office. The role emphasizes customer service, communication, and problem-solving, with opportunities to increase earnings as tax knowledge grows.

Qualifications

• Successful completion of the HR 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 a way clients can easily understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Skills

Customer service

Communication skills

Problem solving

Digital tools

Education

High school diploma

Bachelor’s degree in accounting

Tools

Copilot

ChatGPT

Job description

H&R Block in Marshalltown, IA is seeking a Seasonal Tax Associate to gain tax and client-services experience. You'll gather information, prepare basic returns with training, and help clients understand tax results in a friendly, supportive office setting.

Work is in-person at a local tax office. The role emphasizes customer service, communication, and problem-solving, with opportunities to increase earnings as tax knowledge grows.